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AWS
Atria Wealth Solutions’s
iShares Global Tech ETF
IXN
Stock Holding History
Atria Wealth Solutions’s Portfolio
IXN Stock Details
IXN Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2025
Q2
$1.3M
Sell
14,013
-12,913
-48%
-$1.05M
0.03%
548
2025
Q1
$2.04M
Sell
26,926
-44,765
-62%
-$3.71M
0.02%
625
2024
Q4
$6.08M
Sell
71,691
-3,656
-5%
-$307K
0.07%
305
2024
Q3
$6.22M
Sell
75,347
-2,288
-3%
-$185K
0.07%
295
2024
Q2
$6.43M
Sell
77,635
-9,171
-11%
-$699K
0.07%
283
2024
Q1
$6.49M
Buy
86,806
+2,928
+3%
+$210K
0.07%
276
2023
Q4
$5.72M
Buy
83,878
+9,307
+12%
+$585K
0.07%
276
2023
Q3
$4.31M
Sell
74,571
-696
-0.9%
-$42.3K
0.06%
326
2023
Q2
$4.68M
Sell
75,267
-3,976
-5%
-$225K
0.06%
303
2023
Q1
$4.31M
Sell
79,243
-9,662
-11%
-$481K
0.06%
300
2022
Q4
$3.99M
Sell
88,905
-30,506
-26%
-$1.39M
0.06%
304
2022
Q3
$5.04M
Sell
119,411
-2,970
-2%
-$144K
0.09%
229
2022
Q2
$5.59M
Sell
122,381
-84,925
-41%
-$4.29M
0.11%
216
2022
Q1
$12M
Buy
+207,306
New
+$12M
0.2%
114
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1-Year Est. Return
Wells Fargo
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$501B AUM
22.01%
1-Year Est. Return
PCH
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$6.4B AUM
18.53%
1-Year Est. Return
PS
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Monsey, New York
$811M AUM
28.91%
1-Year Est. Return
Fidelity International
Hamilton, Bermuda
$129B AUM
30.83%
1-Year Est. Return
Royal Bank of Canada
Toronto, Ontario, Canada
$528B AUM
27.57%
1-Year Est. Return
LPL Financial
San Diego, California
$376B AUM
19.32%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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