Williams Jones Wealth Management’s iShares Global Tech ETF IXN Stock Holding History

Williams Jones Wealth Management’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	$231K	Buy	+1,599	New	+$206K	﹤0.01%	492

Other funds holding IXN

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Patten & Patten Chattanooga, Tennessee $1.89B AUM 27.89% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Parallel Advisors San Francisco, California $6.56B AUM 32.24% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Banco Santander Madrid, Spain $16.1B AUM 35.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Williams Jones Wealth Management's IXN Position: Q2 2026 in Review

Williams Jones Wealth Management opened a new position in iShares Global Tech ETF (IXN) in Q2 2026: 1,599 shares worth $231K. The stake represents ﹤0.01% of the portfolio and ranks #492 among its holdings.

306 funds tracked by Wall St. Rank hold IXN as of Q2 2026.

Williams Jones Wealth Management held 1,599 shares of iShares Global Tech ETF worth $231K as of Q2 2026.
iShares Global Tech ETF was a new Williams Jones Wealth Management position in Q2 2026.
iShares Global Tech ETF made up ﹤0.01% of Williams Jones Wealth Management's portfolio in Q2 2026, its #492 holding.
306 funds tracked by Wall St. Rank held iShares Global Tech ETF as of Q2 2026.

Based on Williams Jones Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.