Shira Ridge Wealth Management IXN holdings history
ISHARES GLOBAL TECH ETF · CUSIP 464287291 · CIK 1961210
As of 2026-06-30, Shira Ridge Wealth Management reported 69.26K IXN (shares), valued at $10.01M, or 3.49% of its reported non-derivative portfolio. Filed 2026-07-09.
Verify history & sources →Shares decreased 1.74%; reported value increased 42.02%, and weight changed +0.70 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | 3.49% | 69,258 | SEC filing ↗Filed Jul 9, 2026 |
| Q1 2026 | 2.79% | 70,481 | SEC filing ↗Filed Apr 13, 2026 |
| Q4 2025 | 2.99% | 70,899 | SEC filing ↗Filed Jan 12, 2026 |
| Q3 2025 | 3.92% | 89,595 | SEC filing ↗Filed Oct 20, 2025 |
| Q2 2025 | 3.86% | 91,542 | SEC filing ↗Filed Jul 10, 2025 |
| Q1 2025 | 3.79% | 100,451 | SEC filing ↗Filed Apr 15, 2025 |
| Q4 2024 | 8.11% | 195,624 | SEC filing ↗Filed Jan 14, 2025 |
| Q3 2024 | 8.15% | 193,750 | SEC filing ↗Filed Oct 10, 2024 |
| Q2 2024 | 8.82% | 191,173 | SEC filing ↗Filed Jul 12, 2024 |
| Q1 2024 | 8.24% | 192,505 | SEC filing ↗Filed Apr 18, 2024 |
| Q4 2023 | 7.84% | 191,526 | SEC filing ↗Filed Jan 10, 2024 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q4 2023 | 7.84% | 191,526 | $13.06M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Jan 10, 2024 |
| Q1 2024 | 8.24% | 192,505 | $14.40M | Shares increased 0.51%; reported value increased 10.29%, and weight changed +0.40 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 18, 2024 |
| Q2 2024 | 8.82% | 191,173 | $15.83M | Shares decreased 0.69%; reported value increased 9.94%, and weight changed +0.58 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 12, 2024 |
| Q3 2024 | 8.15% | 193,750 | $15.99M | Shares increased 1.35%; reported value increased 0.99%, and weight changed -0.67 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 10, 2024 |
| Q4 2024 | 8.11% | 195,624 | $16.58M | Shares increased 0.97%; reported value increased 3.68%, and weight changed -0.04 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 14, 2025 |
| Q1 2025 | 3.79% | 100,451 | $7.61M | Shares decreased 48.65%; reported value decreased 54.11%, and weight changed -4.32 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 15, 2025 |
| Q2 2025 | 3.86% | 91,542 | $8.45M | Shares decreased 8.87%; reported value increased 11.10%, and weight changed +0.07 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 10, 2025 |
| Q3 2025 | 3.92% | 89,595 | $9.25M | Shares decreased 2.13%; reported value increased 9.39%, and weight changed +0.06 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 20, 2025 |
| Q4 2025 | 2.99% | 70,899 | $7.44M | Shares decreased 20.87%; reported value decreased 19.49%, and weight changed -0.93 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 12, 2026 |
| Q1 2026 | 2.79% | 70,481 | $7.05M | Shares decreased 0.59%; reported value decreased 5.35%, and weight changed -0.20 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 13, 2026 |
| Q2 2026 | 3.49% | 69,258 | $10.01M | Shares decreased 1.74%; reported value increased 42.02%, and weight changed +0.70 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 9, 2026 |
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