IXN — ISHARES GLOBAL TECH ETF

Ownership history in Flagship Private Wealth, LLC  ·  21 quarters on record

This page tracks every 13F SEC filing in which Flagship Private Wealth, 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
2.48% (2023 Q4)
Avg. % of fund
2.16%
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 50,514 -1,074 -2.1% 2.08% $5.3M $105.00
2025 Q3 ADDED 51,588 +780 +1.5% 2.14% $5.3M $102.28
2025 Q2 ADDED 50,808 +635 +1.3% 2.41% $4.7M $91.51
2025 Q1 REDUCED 50,173 -566 -1.1% 1.81% $3.8M $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)

Other funds also holding IXN

As of 2025 Q4 — sorted by position size

Portfolio Strategies, Inc. 3Y 7Y 11.38% VAUGHAN & Co SECURITIES, INC. 3Y 4.96% PATTEN & PATTEN INC/TN 3Y 7Y 3.36% New Insight Wealth Advisors 3.34% Shira Ridge Wealth Management 3Y 2.99% Summit Wealth Group, LLC 3Y 2.38% DEFINED WEALTH MANAGEMENT, LLC 3Y 2.11% Vickerman Investment Advisors, Inc. 3Y 2.07% Cardinal Strategic Wealth Guidance 3Y 2.05% Newbridge Financial Services Group, Inc. 3Y 1.62%
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