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AdvicePeriod’s iShares Global Tech ETF IXN Stock Holding History

AdvicePeriod’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
2021
Q2 		$323K Buy
5,742
+12
+0.2% +$646 0.02% 80
2021
Q1 		$294K Buy
5,730
+522
+10% +$26.7K 0.02% 79
2020
Q4 		$261K Sell
5,208
-6,300
-55% -$291K 0.02% 80
2020
Q3 		$506K Buy
+11,508
New +$489K 0.05% 66

Other funds holding IXN

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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 $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

AdvicePeriod's IXN Position: Q2 2021 in Review

AdvicePeriod increased its iShares Global Tech ETF (IXN) stake by 0.21% in Q2 2021, buying an estimated $646 and bringing the position to 5,742 shares worth $323K. The position accounts for 0.02% of the portfolio, ranked #80.

AdvicePeriod first reported a position in IXN in Q3 2020 and has held it in 4 quarters since. The position peaked at $506K in Q3 2020. 366 funds tracked by Wall St. Rank hold IXN as of Q2 2021.

  • AdvicePeriod held 5,742 shares of iShares Global Tech ETF worth $323K as of Q2 2021.
  • AdvicePeriod bought 12 iShares Global Tech ETF shares in Q2 2021, an estimated $646.
  • iShares Global Tech ETF made up 0.02% of AdvicePeriod's portfolio in Q2 2021, its #80 holding.
  • AdvicePeriod first reported a position in iShares Global Tech ETF in Q3 2020 and has held it in 4 quarters since.
  • AdvicePeriod's iShares Global Tech ETF position peaked at $506K in Q3 2020.
  • 366 funds tracked by Wall St. Rank held iShares Global Tech ETF as of Q2 2021.

Based on AdvicePeriod's 13F filing for Q2 2021, filed 29 Jul 2021.