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Badgley Phelps Wealth Managers’s iShares Global Tech ETF IXN Stock Holding History

Badgley Phelps Wealth Managers’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
2025
Q2 		– Sell
-3,380
Closed -$256K – 300
2025
Q1 		$256K Sell
3,380
-30
-0.9% -$2.48K 0.01% 272
2024
Q4 		$289K Hold
3,410
– – 0.01% 262
2024
Q3 		$281K Hold
3,410
– – 0.01% 256
2024
Q2 		$282K Sell
3,410
-50
-1% -$3.81K 0.01% 229
2024
Q1 		$259K Hold
3,460
– – 0.01% 229
2023
Q4 		$236K Hold
3,460
– – 0.01% 229
2023
Q3 		$200K Hold
3,460
– – 0.01% 222
2023
Q2 		$215K Buy
+3,460
New +$196K 0.01% 226
2022
Q2 		– Sell
-3,460
Closed -$201K – 216
2022
Q1 		$201K Hold
3,460
– – 0.01% 208
2021
Q4 		$223K Buy
+3,460
New +$213K 0.01% 198

Other funds holding IXN

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
PS
Portfolio Strategies Monsey, New York $811M AUM 28.91% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return