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 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 $10.5B AUM 49.21% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Portfolio Strategies Monsey, New York $811M AUM 28.91% 1-Year Est. Return

World Investment Advisors's IXN Position: Q1 2026 in Review

World Investment Advisors reduced its iShares Global Tech ETF (IXN) stake by 16% in Q1 2026, selling an estimated $1.41M and leaving 72,626 shares worth $7.26M. The position accounts for 0.12% of the portfolio, ranked #202.

World Investment Advisors first reported a position in IXN in Q4 2020 and has held it in 12 quarters since. The position peaked at $9.03M in Q4 2025. 493 funds tracked by Wall St. Rank hold IXN as of Q1 2026.

World Investment Advisors held 72,626 shares of iShares Global Tech ETF worth $7.26M as of Q1 2026.
World Investment Advisors sold 13,353 iShares Global Tech ETF shares in Q1 2026, an estimated $1.41M.
iShares Global Tech ETF made up 0.12% of World Investment Advisors's portfolio in Q1 2026, its #202 holding.
World Investment Advisors first reported a position in iShares Global Tech ETF in Q4 2020 and has held it in 12 quarters since.
World Investment Advisors's iShares Global Tech ETF position peaked at $9.03M in Q4 2025.
493 funds tracked by Wall St. Rank held iShares Global Tech ETF as of Q1 2026.

Based on World Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.