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Whitney & Co’s iShares Global Tech ETF IXN Stock Holding History

Whitney & Co’s Portfolio IXN Stock Details IXN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$361K Hold
2,500
– – 0.03% 138
2026
Q1 		$250K Hold
2,500
– – 0.02% 154
2025
Q4 		$263K Hold
2,500
– – 0.02% 151
2025
Q3 		$258K Hold
2,500
– – 0.02% 122
2025
Q2 		$231K Buy
+2,500
New +$203K 0.02% 123
2025
Q1 		– Sell
-2,760
Closed -$234K – 136
2024
Q4 		$234K Buy
2,760
+260
+10% +$21.8K 0.02% 117
2024
Q3 		$206K Hold
2,500
– – 0.02% 123
2024
Q2 		$207K Buy
+2,500
New +$190K 0.02% 119

Other funds holding IXN

PF
Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PS
Portfolio Strategies Monsey, New York $1.02B AUM 45.95% 1-Year Est. Return

Whitney & Co's IXN Position: Q2 2026 in Review

Whitney & Co held its iShares Global Tech ETF (IXN) position steady in Q2 2026 at 2,500 shares worth $361K. The position accounts for 0.03% of the portfolio, ranked #138.

Whitney & Co first reported a position in IXN in Q2 2024 and has held it in 8 quarters since. 559 funds tracked by Wall St. Rank hold IXN as of Q2 2026.

  • Whitney & Co held 2,500 shares of iShares Global Tech ETF worth $361K as of Q2 2026.
  • Whitney & Co left its iShares Global Tech ETF share count unchanged in Q2 2026.
  • iShares Global Tech ETF made up 0.03% of Whitney & Co's portfolio in Q2 2026, its #138 holding.
  • Whitney & Co first reported a position in iShares Global Tech ETF in Q2 2024 and has held it in 8 quarters since.
  • 559 funds tracked by Wall St. Rank held iShares Global Tech ETF as of Q2 2026.

Based on Whitney & Co's 13F filing for Q2 2026, filed 28 Jul 2026.