AIP
IXN icon

Almanack Investment Partners’s iShares Global Tech ETF IXN Stock Holding History

Almanack Investment Partners’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
2022
Q4 		– Sell
-3,500
Closed -$148K – 684
2022
Q3 		$148K Buy
+3,500
New +$170K 0.03% 159

Other funds holding IXN

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Almanack Investment Partners's IXN Position: Q4 2022 in Review

Almanack Investment Partners sold out of iShares Global Tech ETF (IXN) in Q4 2022, closing a stake of 3,500 shares — an estimated $148K sold.

Almanack Investment Partners first reported a position in IXN in Q3 2022 and held it in 1 quarter. The position peaked at $148K in Q3 2022. 364 funds tracked by Wall St. Rank hold IXN as of Q4 2022.

  • Almanack Investment Partners reported no remaining iShares Global Tech ETF position as of Q4 2022 after selling out during the quarter.
  • Almanack Investment Partners sold 3,500 iShares Global Tech ETF shares in Q4 2022, an estimated $148K.
  • Almanack Investment Partners first reported a position in iShares Global Tech ETF in Q3 2022 and held it in 1 quarter.
  • Almanack Investment Partners's iShares Global Tech ETF position peaked at $148K in Q3 2022.
  • 364 funds tracked by Wall St. Rank held iShares Global Tech ETF as of Q4 2022.

Based on Almanack Investment Partners's 13F filing for Q4 2022, filed 9 Feb 2023.