Bank Julius Baer & Co
IXN icon

Bank Julius Baer & Co’s iShares Global Tech ETF IXN Stock Holding History

Bank Julius Baer & Co’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
Q1 		– Sell
-2,718
Closed -$254K – 643
2024
Q4 		$254K Buy
2,718
+187
+7% +$15.7K ﹤0.01% 405
2024
Q3 		$248K Sell
2,531
-165
-6% -$13.3K ﹤0.01% 381
2024
Q2 		$251K Sell
2,696
-304
-10% -$23.2K ﹤0.01% 334
2024
Q1 		$224K Hold
3,000
– – ﹤0.01% 387
2023
Q4 		$205K Sell
3,000
-37
-1% -$2.33K ﹤0.01% 401
2023
Q3 		$176K Buy
3,037
+92
+3% +$5.59K ﹤0.01% 393
2023
Q2 		$183K Sell
2,945
-55
-2% -$3.12K ﹤0.01% 415
2023
Q1 		$163K Buy
3,000
+1
+0% +$50 ﹤0.01% 451
2022
Q4 		$134K Buy
2,999
+46
+2% +$2.1K ﹤0.01% 455
2022
Q3 		$125K Sell
2,953
-47
-2% -$2.29K ﹤0.01% 440
2022
Q2 		$137K Hold
3,000
– – ﹤0.01% 455
2022
Q1 		$174K Sell
3,000
-683
-19% -$39.4K ﹤0.01% 431
2021
Q4 		$237K Sell
3,683
-40
-1% -$2.46K ﹤0.01% 515
2021
Q3 		$211K Sell
3,723
-1,167
-24% -$68.3K ﹤0.01% 538
2021
Q2 		$275K Sell
4,890
-36
-0.7% -$1.94K ﹤0.01% 533
2021
Q1 		$253K Buy
4,926
+66
+1% +$3.38K ﹤0.01% 524
2020
Q4 		$243K Buy
4,860
+1,860
+62% +$86K ﹤0.01% 538
2020
Q3 		$132K Hold
3,000
– – ﹤0.01% 552
2020
Q2 		$118K Hold
3,000
– – ﹤0.01% 515
2020
Q1 		$91K Buy
+3,000
New +$104K ﹤0.01% 497

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
PCH
PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 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
PS
Portfolio Strategies Monsey, New York $1.02B AUM 45.95% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank Julius Baer & Co's IXN Position: Q1 2025 in Review

Bank Julius Baer & Co sold out of iShares Global Tech ETF (IXN) in Q1 2025, closing a stake of 2,718 shares — an estimated $254K sold.

Bank Julius Baer & Co first reported a position in IXN in Q1 2020 and held it in 20 quarters. The position peaked at $275K in Q2 2021. 444 funds tracked by Wall St. Rank hold IXN as of Q1 2025.

  • Bank Julius Baer & Co reported no remaining iShares Global Tech ETF position as of Q1 2025 after selling out during the quarter.
  • Bank Julius Baer & Co sold 2,718 iShares Global Tech ETF shares in Q1 2025, an estimated $254K.
  • Bank Julius Baer & Co first reported a position in iShares Global Tech ETF in Q1 2020 and held it in 20 quarters.
  • Bank Julius Baer & Co's iShares Global Tech ETF position peaked at $275K in Q2 2021.
  • 444 funds tracked by Wall St. Rank held iShares Global Tech ETF as of Q1 2025.

Based on Bank Julius Baer & Co's 13F filing for Q1 2025, filed 6 May 2025.