CWA
IXN icon

Clearview Wealth Advisors’s iShares Global Tech ETF IXN Stock Holding History

Clearview Wealth 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
Q3 		– Sell
-192
Closed -$11.9K – 375
2023
Q2 		$11.9K Buy
192
+1
+0.5% +$57 0.01% 341
2023
Q1 		$10.4K Hold
191
– – 0.01% 362
2022
Q4 		$8.58K Buy
191
+1
+0.5% +$46 0.01% 350
2022
Q3 		$8K Hold
190
– – 0.01% 360
2022
Q2 		$9K Buy
190
+1
+0.5% +$51 0.01% 363
2022
Q1 		$11K Hold
189
– – 0.01% 367
2021
Q4 		$12K Hold
189
– – 0.01% 385
2021
Q3 		$11K Buy
189
+3
+2% +$176 0.01% 405
2021
Q2 		$11K Sell
186
-1,668
-90% -$89.8K 0.01% 409
2021
Q1 		$95K Buy
1,854
+522
+39% +$26.7K 0.06% 158
2020
Q4 		$67K Buy
+1,332
New +$61.6K 0.05% 174

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
PS
Portfolio Strategies Monsey, New York $811M AUM 28.91% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return