IXN β€” ISHARES GLOBAL TECH ETF

Ownership history in KERR FINANCIAL PLANNING Corp  Β·  1 quarter on record

AI Ownership Summary

KERR FINANCIAL PLANNING Corp reported ISHARES GLOBAL TECH ETF (IXN) in 1 quarterly 13F filing from 2025 Q3 through 2025 Q3. Peak portfolio weight reached 0.01% in 2025 Q3. The latest visible filing shows IXN at 0.01% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this IXN ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was KERR FINANCIAL PLANNING Corp's position in ISHARES GLOBAL TECH ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

IXN was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.01% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q3 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How KERR FINANCIAL PLANNING Corp held IXN β€” position size vs. price
% of Fund (quarterly)    IXN price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 1 quarter  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 INITIATED 75 β€” β€” 0.01% $8K 2025-11-25 $101.51

FAQ About KERR FINANCIAL PLANNING Corp and IXN

These are the practical questions this page is built to answer before you even open the full history table.

How long has KERR FINANCIAL PLANNING Corp reported owning IXN?

KERR FINANCIAL PLANNING Corp reported IXN across 1 quarterly 13F filings, from 2025 Q3 through 2025 Q3.

What was the largest reported IXN position in KERR FINANCIAL PLANNING Corp's portfolio?

The largest reported portfolio weight for IXN was 0.01% in 2025 Q3.

What is the latest reported IXN position on this page?

The most recent filing on this page is 2025 Q3, when KERR FINANCIAL PLANNING Corp reported 75 shares, equal to 0.01% of portfolio, with an estimated market value of $8K.

What does the chart on this IXN ownership page compare?

The chart compares KERR FINANCIAL PLANNING Corp's quarterly IXN portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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