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Clear Creek Financial Management’s iShares Global Tech ETF IXN Stock Holding History

Clear Creek Financial 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
2020
Q4 		– Sell
-23,016
Closed -$1.01M – 321
2020
Q3 		$1.01M Buy
+23,016
New +$979K 0.05% 66

Other funds holding IXN

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Clear Creek Financial Management's IXN Position: Q4 2020 in Review

Clear Creek Financial Management sold out of iShares Global Tech ETF (IXN) in Q4 2020, closing a stake of 23,016 shares — an estimated $1.01M sold.

Clear Creek Financial Management first reported a position in IXN in Q3 2020 and held it in 1 quarter. The position peaked at $1.01M in Q3 2020. 370 funds tracked by Wall St. Rank hold IXN as of Q4 2020.

  • Clear Creek Financial Management reported no remaining iShares Global Tech ETF position as of Q4 2020 after selling out during the quarter.
  • Clear Creek Financial Management sold 23,016 iShares Global Tech ETF shares in Q4 2020, an estimated $1.01M.
  • Clear Creek Financial Management first reported a position in iShares Global Tech ETF in Q3 2020 and held it in 1 quarter.
  • Clear Creek Financial Management's iShares Global Tech ETF position peaked at $1.01M in Q3 2020.
  • 370 funds tracked by Wall St. Rank held iShares Global Tech ETF as of Q4 2020.

Based on Clear Creek Financial Management's 13F filing for Q4 2020, filed 12 Feb 2021.