World Investment Advisors’s iShares Global Tech ETF IXN Stock Holding History

World Investment Advisors’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	$7.15M	Sell	71,262 -1,364	-2%	-$176K	0.12%	201
2026 Q1	$7.26M	Sell	72,626 -13,353	-16%	-$1.41M	0.12%	202
2025 Q4	$9.03M	Buy	85,979 +2,064	+2%	+$218K	0.15%	163
2025 Q3	$8.66M	Sell	83,915 -266	-0.3%	-$25.7K	0.18%	131
2025 Q2	$7.77M	Buy	+84,181	New	+$6.82M	0.18%	132
2023 Q1	–	Sell	-4,704	Closed	-$211K	–	250
2022 Q4	$211K	Buy	+4,704	New	+$215K	0.05%	220
2022 Q3	–	Sell	-4,689	Closed	-$245K	–	258
2022 Q2	$245K	Sell	4,689 -3,270	-41%	-$165K	0.05%	219
2022 Q1	$462K	Buy	7,959 +137	+2%	+$7.91K	0.1%	152
2021 Q4	$459K	Sell	7,822 -5,778	-42%	-$355K	0.1%	155
2021 Q3	$771K	Buy	13,600 +3,124	+30%	+$183K	0.17%	95
2021 Q2	$589K	Sell	10,476 -1,872	-15%	-$101K	0.13%	109
2021 Q1	$630K	Buy	12,348 +144	+1%	+$7.37K	0.15%	103
2020 Q4	$658K	Buy	+12,204	New	+$564K	0.17%	101

Other funds holding IXN

Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

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 New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Portfolio Strategies Monsey, New York $1.02B AUM 45.95% 1-Year Est. Return

World Investment Advisors's IXN Position: Q2 2026 in Review

World Investment Advisors reduced its iShares Global Tech ETF (IXN) stake by 1.9% in Q2 2026, selling an estimated $176K and leaving 71,262 shares worth $7.15M. The position accounts for 0.12% of the portfolio, ranked #201.

World Investment Advisors first reported a position in IXN in Q4 2020 and has held it in 13 quarters since. The position peaked at $9.03M in Q4 2025. 559 funds tracked by Wall St. Rank hold IXN as of Q2 2026.

World Investment Advisors held 71,262 shares of iShares Global Tech ETF worth $7.15M as of Q2 2026.
World Investment Advisors sold 1,364 iShares Global Tech ETF shares in Q2 2026, an estimated $176K.
iShares Global Tech ETF made up 0.12% of World Investment Advisors's portfolio in Q2 2026, its #201 holding.
World Investment Advisors first reported a position in iShares Global Tech ETF in Q4 2020 and has held it in 13 quarters since.
World Investment Advisors's iShares Global Tech ETF position peaked at $9.03M in Q4 2025.
559 funds tracked by Wall St. Rank held iShares Global Tech ETF as of Q2 2026.

Based on World Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.