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BMS Financial Advisors’s iShares Global Tech ETF IXN Stock Holding History

BMS Financial Advisors’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
Q1 		– Sell
-34,863
Closed -$2.24M – 114
2022
Q4 		$2.24M Buy
+34,863
New +$1.59M 1.49% 13
2022
Q3 		– Sell
-35,457
Closed -$2.28M – 110
2022
Q2 		$2.28M Buy
35,457
+9,730
+38% +$492K 1.49% 13
2022
Q1 		$1.49M Sell
25,727
-9,793
-28% -$565K 0.95% 19
2021
Q4 		$2.29M Buy
+35,520
New +$2.18M 1.45% 13

Other funds holding IXN

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

BMS Financial Advisors's IXN Position: Q1 2023 in Review

BMS Financial Advisors sold out of iShares Global Tech ETF (IXN) in Q1 2023, closing a stake of 34,863 shares — an estimated $2.24M sold.

BMS Financial Advisors first reported a position in IXN in Q4 2021 and held it in 4 quarters. The position peaked at $2.29M in Q4 2021. 361 funds tracked by Wall St. Rank hold IXN as of Q1 2023.

  • BMS Financial Advisors reported no remaining iShares Global Tech ETF position as of Q1 2023 after selling out during the quarter.
  • BMS Financial Advisors sold 34,863 iShares Global Tech ETF shares in Q1 2023, an estimated $2.24M.
  • BMS Financial Advisors first reported a position in iShares Global Tech ETF in Q4 2021 and held it in 4 quarters.
  • BMS Financial Advisors's iShares Global Tech ETF position peaked at $2.29M in Q4 2021.
  • 361 funds tracked by Wall St. Rank held iShares Global Tech ETF as of Q1 2023.

Based on BMS Financial Advisors's 13F filing for Q1 2023, filed 10 Apr 2023.