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 Camas, Washington $336B AUM 34.66% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Portfolio Strategies Monsey, New York $1.02B AUM 45.95% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Clearview Wealth Advisors's IXN Position: Q3 2023 in Review

Clearview Wealth Advisors sold out of iShares Global Tech ETF (IXN) in Q3 2023, closing a stake of 192 shares — an estimated $11.9K sold.

Clearview Wealth Advisors first reported a position in IXN in Q4 2020 and held it in 11 quarters. The position peaked at $95K in Q1 2021. 375 funds tracked by Wall St. Rank hold IXN as of Q3 2023.

Clearview Wealth Advisors reported no remaining iShares Global Tech ETF position as of Q3 2023 after selling out during the quarter.
Clearview Wealth Advisors sold 192 iShares Global Tech ETF shares in Q3 2023, an estimated $11.9K.
Clearview Wealth Advisors first reported a position in iShares Global Tech ETF in Q4 2020 and held it in 11 quarters.
Clearview Wealth Advisors's iShares Global Tech ETF position peaked at $95K in Q1 2021.
375 funds tracked by Wall St. Rank held iShares Global Tech ETF as of Q3 2023.

Based on Clearview Wealth Advisors's 13F filing for Q3 2023, filed 30 Oct 2023.