Avior Wealth Management’s iShares Global Tech ETF IXN Stock Holding History

Avior Wealth Management’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 Q3	–	Sell	-71	Closed	-$4.42K	–	1642
2023 Q2	$4.42K	Hold	71	–	–	﹤0.01%	1205
2023 Q1	$3.86K	Buy	+71	New	+$3.54K	﹤0.01%	1266
2022 Q4	–	Sell	-67	Closed	-$2K	–	1313
2022 Q3	$2K	Hold	67	–	–	﹤0.01%	1032
2022 Q2	$3K	Buy	67 +1	+2%	+$51	﹤0.01%	916
2022 Q1	$3K	Hold	66	–	–	﹤0.01%	952
2021 Q4	$4K	Hold	66	–	–	﹤0.01%	920
2021 Q3	$3K	Hold	66	–	–	﹤0.01%	900
2021 Q2	$3K	Hold	66	–	–	﹤0.01%	866
2021 Q1	$3K	Hold	66	–	–	﹤0.01%	880
2020 Q4	$3K	Sell	66 -162	-71%	-$7.49K	﹤0.01%	841
2020 Q3	$10K	Sell	228 -162	-42%	-$6.89K	﹤0.01%	686
2020 Q2	$15K	Buy	+390	New	+$13.8K	﹤0.01%	616
2020 Q1	–	Sell	-246	Closed	-$8K	–	836
2019 Q4	$8K	Buy	+246	New	+$8.07K	﹤0.01%	620

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

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

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

Goldman Sachs New York $1.15T AUM 47.82% 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

Portfolio Strategies Monsey, New York $1.02B AUM 45.95% 1-Year Est. Return

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

Avior Wealth Management's IXN Position: Q3 2023 in Review

Avior Wealth Management sold out of iShares Global Tech ETF (IXN) in Q3 2023, closing a stake of 71 shares — an estimated $4.42K sold.

Avior Wealth Management first reported a position in IXN in Q4 2019 and held it in 13 quarters. The position peaked at $15K in Q2 2020. 375 funds tracked by Wall St. Rank hold IXN as of Q3 2023.

Avior Wealth Management reported no remaining iShares Global Tech ETF position as of Q3 2023 after selling out during the quarter.
Avior Wealth Management sold 71 iShares Global Tech ETF shares in Q3 2023, an estimated $4.42K.
Avior Wealth Management first reported a position in iShares Global Tech ETF in Q4 2019 and held it in 13 quarters.
Avior Wealth Management's iShares Global Tech ETF position peaked at $15K in Q2 2020.
375 funds tracked by Wall St. Rank held iShares Global Tech ETF as of Q3 2023.

Based on Avior Wealth Management's 13F filing for Q3 2023, filed 17 Oct 2023.