IXN ISHARES GLOBAL TECH ETF

Ownership history in Bellwether Advisors, LLC  ·  21 quarters on record

This page tracks every 13F SEC filing in which Bellwether Advisors, LLC reported a position in ISHARES GLOBAL TECH ETF (IXN). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
2.16% (2020 Q4)
Avg. % of fund
1.27%
First filed
2020 Q4
Last filed
2025 Q4
Quarters held
21
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 64,198 -301 -0.5% 1.08% $6.7M $105.00
2025 Q3 REDUCED 64,499 -20 -0.0% 1.10% $6.7M $102.28
2025 Q2 REDUCED 64,519 -240 -0.4% 1.02% $6.0M $91.51
2025 Q1 REDUCED 64,759 -69 -0.1% 1.02% $4.9M $74.92
17 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    IXN price (monthly, adj. close)
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