Clifford Group’s iShares Global Tech ETF IXN Stock Holding History

Clifford Group’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 Q1	–	Sell	-5,287	Closed	-$237K	–	72
2022 Q4	$237K	Buy	+5,287	New	+$241K	0.3%	71

Other funds holding IXN

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Clifford Group's IXN Position: Q1 2023 in Review

Clifford Group sold out of iShares Global Tech ETF (IXN) in Q1 2023, closing a stake of 5,287 shares — an estimated $237K sold.

Clifford Group first reported a position in IXN in Q4 2022 and held it in 1 quarter. The position peaked at $237K in Q4 2022. 361 funds tracked by Wall St. Rank hold IXN as of Q1 2023.

Clifford Group reported no remaining iShares Global Tech ETF position as of Q1 2023 after selling out during the quarter.
Clifford Group sold 5,287 iShares Global Tech ETF shares in Q1 2023, an estimated $237K.
Clifford Group first reported a position in iShares Global Tech ETF in Q4 2022 and held it in 1 quarter.
Clifford Group's iShares Global Tech ETF position peaked at $237K in Q4 2022.
361 funds tracked by Wall St. Rank held iShares Global Tech ETF as of Q1 2023.

Based on Clifford Group's 13F filing for Q1 2023, filed 15 May 2023.