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

BlackDiamond 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
2022
Q2 		– Sell
-7,230
Closed -$419K – 120
2022
Q1 		$419K Sell
7,230
-1,680
-19% -$97K 0.5% 61
2021
Q4 		$574K Buy
+8,910
New +$547K 0.66% 43

Other funds holding IXN

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

BlackDiamond Wealth Management's IXN Position: Q2 2022 in Review

BlackDiamond Wealth Management sold out of iShares Global Tech ETF (IXN) in Q2 2022, closing a stake of 7,230 shares — an estimated $419K sold.

BlackDiamond Wealth Management first reported a position in IXN in Q4 2021 and held it in 2 quarters. The position peaked at $574K in Q4 2021. 395 funds tracked by Wall St. Rank hold IXN as of Q2 2022.

  • BlackDiamond Wealth Management reported no remaining iShares Global Tech ETF position as of Q2 2022 after selling out during the quarter.
  • BlackDiamond Wealth Management sold 7,230 iShares Global Tech ETF shares in Q2 2022, an estimated $419K.
  • BlackDiamond Wealth Management first reported a position in iShares Global Tech ETF in Q4 2021 and held it in 2 quarters.
  • BlackDiamond Wealth Management's iShares Global Tech ETF position peaked at $574K in Q4 2021.
  • 395 funds tracked by Wall St. Rank held iShares Global Tech ETF as of Q2 2022.

Based on BlackDiamond Wealth Management's 13F filing for Q2 2022, filed 22 Jul 2022.