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Atwood & Palmer’s iShares Global Tech ETF IXN Stock Holding History

Atwood & Palmer’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
Q3 		– Sell
-96
Closed -$5K – 436
2021
Q2 		$5K Sell
96
-342
-78% -$18.4K ﹤0.01% 362
2021
Q1 		$22K Buy
438
+36
+9% +$1.84K ﹤0.01% 286
2020
Q4 		$20K Buy
+402
New +$18.6K ﹤0.01% 278

Other funds holding IXN

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Atwood & Palmer's IXN Position: Q3 2021 in Review

Atwood & Palmer sold out of iShares Global Tech ETF (IXN) in Q3 2021, closing a stake of 96 shares — an estimated $5K sold.

Atwood & Palmer first reported a position in IXN in Q4 2020 and held it in 3 quarters. The position peaked at $22K in Q1 2021. 397 funds tracked by Wall St. Rank hold IXN as of Q3 2021.

  • Atwood & Palmer reported no remaining iShares Global Tech ETF position as of Q3 2021 after selling out during the quarter.
  • Atwood & Palmer sold 96 iShares Global Tech ETF shares in Q3 2021, an estimated $5K.
  • Atwood & Palmer first reported a position in iShares Global Tech ETF in Q4 2020 and held it in 3 quarters.
  • Atwood & Palmer's iShares Global Tech ETF position peaked at $22K in Q1 2021.
  • 397 funds tracked by Wall St. Rank held iShares Global Tech ETF as of Q3 2021.

Based on Atwood & Palmer's 13F filing for Q3 2021, filed 19 Oct 2021.