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Castleview Partners’s iShares Global Tech ETF IXN Stock Holding History

Castleview Partners’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
-431
Closed -$36.4K – 377
2024
Q4 		$36.4K Hold
431
– – 0.02% 394
2024
Q3 		$35.6K Hold
431
– – 0.02% 372
2024
Q2 		$35.7K Hold
431
– – 0.02% 370
2024
Q1 		$32.2K Buy
431
+107
+33% +$7.68K 0.02% 405
2023
Q4 		$22.1K Hold
324
– – 0.02% 426
2023
Q3 		$18.7K Hold
324
– – 0.02% 370
2023
Q2 		$20.1K Hold
324
– – 0.02% 355
2023
Q1 		$17.6K Hold
324
– – 0.02% 358
2022
Q4 		$14.5K Hold
324
– – 0.01% 323
2022
Q3 		$14K Sell
324
-184
-36% -$8.95K 0.01% 349
2022
Q2 		$30.7K Buy
508
+184
+57% +$9.29K 0.02% 356
2022
Q1 		$18K Buy
+324
New +$18.7K 0.01% 438
2021
Q2 		$18K Buy
+324
New +$17.4K 0.01% 570

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

Castleview Partners's IXN Position: Q1 2025 in Review

Castleview Partners sold out of iShares Global Tech ETF (IXN) in Q1 2025, closing a stake of 431 shares — an estimated $36.4K sold.

Castleview Partners first reported a position in IXN in Q2 2021 and held it in 13 quarters. The position peaked at $36.4K in Q4 2024. 444 funds tracked by Wall St. Rank hold IXN as of Q1 2025.

  • Castleview Partners reported no remaining iShares Global Tech ETF position as of Q1 2025 after selling out during the quarter.
  • Castleview Partners sold 431 iShares Global Tech ETF shares in Q1 2025, an estimated $36.4K.
  • Castleview Partners first reported a position in iShares Global Tech ETF in Q2 2021 and held it in 13 quarters.
  • Castleview Partners's iShares Global Tech ETF position peaked at $36.4K in Q4 2024.
  • 444 funds tracked by Wall St. Rank held iShares Global Tech ETF as of Q1 2025.

Based on Castleview Partners's 13F filing for Q1 2025, filed 22 Apr 2025.