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Buckingham Strategic Wealth’s iShares Global Tech ETF IXN Stock Holding History

Buckingham Strategic Wealth’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
Q2 		$887K Hold
10,710
– – 0.01% 350
2024
Q1 		$801K Sell
10,710
-234
-2% -$16.8K 0.01% 373
2023
Q4 		$746K Buy
10,944
+234
+2% +$14.7K 0.01% 366
2023
Q3 		$619K Hold
10,710
– – 0.01% 376
2023
Q2 		$666K Hold
10,710
– – 0.01% 360
2023
Q1 		$480K Hold
10,710
– – 0.01% 386
2022
Q4 		$480K Sell
10,710
-750
-7% -$34.2K 0.01% 388
2022
Q3 		$483K Hold
11,460
– – 0.01% 379
2022
Q2 		$524K Hold
11,460
– – 0.01% 368
2022
Q1 		$665K Sell
11,460
-270
-2% -$15.6K 0.01% 317
2021
Q4 		$755K Hold
11,730
– – 0.01% 294
2021
Q3 		$665K Hold
11,730
– – 0.01% 307
2021
Q2 		$660K Hold
11,730
– – 0.02% 301
2021
Q1 		$602K Hold
11,730
– – 0.03% 294
2020
Q4 		$587K Buy
11,730
+750
+7% +$34.7K 0.03% 290
2020
Q3 		$483K Hold
10,980
– – 0.04% 260
2020
Q2 		$431K Hold
10,980
– – 0.04% 243
2020
Q1 		$334K Sell
10,980
-930
-8% -$32.1K 0.03% 322
2019
Q4 		$418K Buy
+11,910
New +$391K 0.04% 283
2019
Q2 		– Sell
-7,542
Closed -$215K – 450
2019
Q1 		$215K Buy
+7,542
New +$200K 0.03% 377

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Buckingham Strategic Wealth's IXN Position: Q2 2024 in Review

Buckingham Strategic Wealth held its iShares Global Tech ETF (IXN) position steady in Q2 2024 at 10,710 shares worth $887K. The position accounts for 0.01% of the portfolio, ranked #350.

Buckingham Strategic Wealth first reported a position in IXN in Q1 2019 and has held it in 20 quarters since. 430 funds tracked by Wall St. Rank hold IXN as of Q2 2024.

  • Buckingham Strategic Wealth held 10,710 shares of iShares Global Tech ETF worth $887K as of Q2 2024.
  • Buckingham Strategic Wealth left its iShares Global Tech ETF share count unchanged in Q2 2024.
  • iShares Global Tech ETF made up 0.01% of Buckingham Strategic Wealth's portfolio in Q2 2024, its #350 holding.
  • Buckingham Strategic Wealth first reported a position in iShares Global Tech ETF in Q1 2019 and has held it in 20 quarters since.
  • 430 funds tracked by Wall St. Rank held iShares Global Tech ETF as of Q2 2024.

Based on Buckingham Strategic Wealth's 13F filing for Q2 2024, filed 12 Aug 2024.