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Bridge Advisory’s iShares Global Tech ETF IXN Stock Holding History

Bridge Advisory’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
2024
Q3 		$839K Sell
10,162
-99
-1% -$8K 0.4% 59
2024
Q2 		$850K Sell
10,261
-999
-9% -$76.1K 0.42% 57
2024
Q1 		$842K Sell
11,260
-1,418
-11% -$102K 0.42% 62
2023
Q4 		$864K Sell
12,678
-1,315
-9% -$82.7K 0.43% 60
2023
Q3 		$809K Buy
+13,993
New +$851K 0.28% 71

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
PF
Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PS
Portfolio Strategies Monsey, New York $811M AUM 28.91% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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

Bridge Advisory's IXN Position: Q3 2024 in Review

Bridge Advisory reduced its iShares Global Tech ETF (IXN) stake by 0.96% in Q3 2024, selling an estimated $8K and leaving 10,162 shares worth $839K. The position accounts for 0.4% of the portfolio, ranked #59.

Bridge Advisory first reported a position in IXN in Q3 2023 and has held it in 5 quarters since. The position peaked at $864K in Q4 2023. 442 funds tracked by Wall St. Rank hold IXN as of Q3 2024.

  • Bridge Advisory held 10,162 shares of iShares Global Tech ETF worth $839K as of Q3 2024.
  • Bridge Advisory sold 99 iShares Global Tech ETF shares in Q3 2024, an estimated $8K.
  • iShares Global Tech ETF made up 0.4% of Bridge Advisory's portfolio in Q3 2024, its #59 holding.
  • Bridge Advisory first reported a position in iShares Global Tech ETF in Q3 2023 and has held it in 5 quarters since.
  • Bridge Advisory's iShares Global Tech ETF position peaked at $864K in Q4 2023.
  • 442 funds tracked by Wall St. Rank held iShares Global Tech ETF as of Q3 2024.

Based on Bridge Advisory's 13F filing for Q3 2024, filed 1 Oct 2024.