Williams & Novak
IXN icon

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
Q3 		$236K Hold
1,590
– – 0.14% 117
2026
Q2 		$230K Buy
+1,590
New +$205K 0.15% 109

Other funds holding IXN

Newbridge Financial Services Group
Newbridge Financial Services Group Boca Raton, Florida $868M AUM 42.47% 1-Year Est. Return
Shira Ridge Wealth Management
Shira Ridge Wealth Management Larkspur, California $288M AUM 15.73% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Signature Estate & Investment Advisors
Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return
Courier Capital
Courier Capital Buffalo, New York $2.02B AUM 16.74% 1-Year Est. Return
Defined Wealth Management
Defined Wealth Management Beaverton, Oregon $195M AUM 18.18% 1-Year Est. Return
PFG Advisors
PFG Advisors Phoenix, Arizona $1.96B AUM 19.12% 1-Year Est. Return
Pinnacle Associates
Pinnacle Associates New York $8.92B AUM 43.91% 1-Year Est. Return
Decision Investments
Decision Investments San Diego, California $110M AUM 52.83% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Williams & Novak's IXN Position: Q3 2026 in Review

Williams & Novak held its iShares Global Tech ETF (IXN) position steady in Q3 2026 at 1,590 shares worth $236K. The position accounts for 0.14% of the portfolio, ranked #117.

Williams & Novak first reported a position in IXN in Q2 2026 and has held it in 2 quarters since. 120 funds tracked by Wall St. Rank hold IXN as of Q3 2026.

  • Williams & Novak held 1,590 shares of iShares Global Tech ETF worth $236K as of Q3 2026.
  • Williams & Novak left its iShares Global Tech ETF share count unchanged in Q3 2026.
  • iShares Global Tech ETF made up 0.14% of Williams & Novak's portfolio in Q3 2026, its #117 holding.
  • Williams & Novak first reported a position in iShares Global Tech ETF in Q2 2026 and has held it in 2 quarters since.
  • 120 funds tracked by Wall St. Rank held iShares Global Tech ETF as of Q3 2026.

Based on Williams & Novak's 13F filing for Q3 2026, filed 9 Oct 2026.