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Williams & Novak’s iShares Global Tech ETF IXN Stock Holding History

Williams & Novak’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 		$230K Buy
+1,590
New +$205K 0.15% 109

Other funds holding IXN

SRWM
Shira Ridge Wealth Management Larkspur, California $287M AUM 23.34% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CC
Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return
DI
Decision Investments San Diego, California $110M AUM
PA
PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
MAM
Marotta Asset Management Charlottesville, Virginia $601M AUM 21.35% 1-Year Est. Return
SMWM
Silvia McColl Wealth Management San Diego, California $166M AUM 30.46% 1-Year Est. Return
SHJ
Sharkey, Howes & Javer Denver, Colorado $829M AUM 20.38% 1-Year Est. Return

Williams & Novak's IXN Position: Q2 2026 in Review

Williams & Novak opened a new position in iShares Global Tech ETF (IXN) in Q2 2026: 1,590 shares worth $230K. The stake represents 0.15% of the portfolio and ranks #109 among its holdings.

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

  • Williams & Novak held 1,590 shares of iShares Global Tech ETF worth $230K as of Q2 2026.
  • iShares Global Tech ETF was a new Williams & Novak position in Q2 2026.
  • iShares Global Tech ETF made up 0.15% of Williams & Novak's portfolio in Q2 2026, its #109 holding.
  • 81 funds tracked by Wall St. Rank held iShares Global Tech ETF as of Q2 2026.

Based on Williams & Novak's 13F filing for Q2 2026, filed 8 Jul 2026.