Affiance Financial’s iShares Global Tech ETF IXN Stock Holding History

Affiance Financial’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
2023 Q1	–	Sell	-972	Closed	-$43.6K	–	263
2022 Q4	$43.6K	Hold	972	–	–	0.02%	175
2022 Q3	$41K	Hold	972	–	–	0.02%	99
2022 Q2	$44K	Hold	972	–	–	0.02%	100
2022 Q1	$56K	Hold	972	–	–	0.03%	111
2021 Q4	$63K	Hold	972	–	–	0.03%	122
2021 Q3	$55K	Hold	972	–	–	0.02%	127
2021 Q2	$55K	Hold	972	–	–	0.02%	131
2021 Q1	$50K	Hold	972	–	–	0.02%	129
2020 Q4	$49K	Hold	972	–	–	0.03%	116
2020 Q3	$43K	Hold	972	–	–	0.02%	115
2020 Q2	$38K	Hold	972	–	–	0.02%	109
2020 Q1	$30K	Hold	972	–	–	0.02%	102
2019 Q4	$34K	Buy	+972	New	+$31.9K	0.02%	117

Other funds holding IXN

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Affiance Financial's IXN Position: Q1 2023 in Review

Affiance Financial sold out of iShares Global Tech ETF (IXN) in Q1 2023, closing a stake of 972 shares — an estimated $43.6K sold.

Affiance Financial first reported a position in IXN in Q4 2019 and held it in 13 quarters. The position peaked at $63K in Q4 2021. 360 funds tracked by Wall St. Rank hold IXN as of Q1 2023.

Affiance Financial reported no remaining iShares Global Tech ETF position as of Q1 2023 after selling out during the quarter.
Affiance Financial sold 972 iShares Global Tech ETF shares in Q1 2023, an estimated $43.6K.
Affiance Financial first reported a position in iShares Global Tech ETF in Q4 2019 and held it in 13 quarters.
Affiance Financial's iShares Global Tech ETF position peaked at $63K in Q4 2021.
360 funds tracked by Wall St. Rank held iShares Global Tech ETF as of Q1 2023.

Based on Affiance Financial's 13F filing for Q1 2023, filed 18 Apr 2023.