ZIG
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Zullo Investment Group’s iShares Global Tech ETF IXN Stock Holding History

Zullo Investment Group’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 		$409K Hold
2,833
– – 0.14% 108
2026
Q1 		$283K Buy
2,833
+20
+0.7% +$2.11K 0.11% 125
2025
Q4 		$295K Buy
2,813
+2
+0.1% +$211 0.11% 120
2025
Q3 		$290K Hold
2,811
– – 0.11% 126
2025
Q2 		$260K Sell
2,811
-30
-1% -$2.43K 0.11% 131
2025
Q1 		$215K Sell
2,841
-607
-18% -$50.3K 0.09% 136
2024
Q4 		$292K Sell
3,448
-23
-0.7% -$1.93K 0.12% 122
2024
Q3 		$286K Hold
3,471
– – 0.12% 128
2024
Q2 		$287K Hold
3,471
– – 0.13% 121
2024
Q1 		$260K Hold
3,471
– – 0.12% 132
2023
Q4 		$237K Buy
3,471
+10
+0.3% +$629 0.12% 131
2023
Q3 		$200K Sell
3,461
-30
-0.9% -$1.82K 0.12% 134
2023
Q2 		$217K Buy
+3,491
New +$198K 0.12% 128
2023
Q1 		– Sell
-3,488
Closed -$156K – 433
2022
Q4 		$156K Sell
3,488
-80
-2% -$3.65K 0.1% 156
2022
Q3 		$150K Sell
3,568
-26
-0.7% -$1.26K 0.1% 154
2022
Q2 		$164K Hold
3,594
– – 0.1% 158
2022
Q1 		$208K Sell
3,594
-11
-0.3% -$635 0.11% 145
2021
Q4 		$232K Buy
+3,605
New +$221K 0.12% 145

Other funds holding IXN

PF
Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
JP Morgan Chase
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PS
Portfolio Strategies Monsey, New York $1.02B AUM 45.95% 1-Year Est. Return

Zullo Investment Group's IXN Position: Q2 2026 in Review

Zullo Investment Group held its iShares Global Tech ETF (IXN) position steady in Q2 2026 at 2,833 shares worth $409K. The position accounts for 0.14% of the portfolio, ranked #108.

Zullo Investment Group first reported a position in IXN in Q4 2021 and has held it in 18 quarters since. 557 funds tracked by Wall St. Rank hold IXN as of Q2 2026.

  • Zullo Investment Group held 2,833 shares of iShares Global Tech ETF worth $409K as of Q2 2026.
  • Zullo Investment Group left its iShares Global Tech ETF share count unchanged in Q2 2026.
  • iShares Global Tech ETF made up 0.14% of Zullo Investment Group's portfolio in Q2 2026, its #108 holding.
  • Zullo Investment Group first reported a position in iShares Global Tech ETF in Q4 2021 and has held it in 18 quarters since.
  • 557 funds tracked by Wall St. Rank held iShares Global Tech ETF as of Q2 2026.

Based on Zullo Investment Group's 13F filing for Q2 2026, filed 31 Jul 2026.