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IXN icon

Cornerstone Advisory’s iShares Global Tech ETF IXN Stock Holding History

Cornerstone Advisory’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
2022
Q3 		– Sell
-4,836
Closed -$221K – 199
2022
Q2 		$221K Sell
4,836
-180
-4% -$9.09K 0.05% 178
2022
Q1 		$291K Sell
5,016
-3,150
-39% -$182K 0.04% 186
2021
Q4 		$526K Buy
8,166
+3,000
+58% +$184K 0.08% 171
2021
Q3 		$293K Hold
5,166
– – 0.05% 189
2021
Q2 		$291K Sell
5,166
-282
-5% -$15.2K 0.05% 187
2021
Q1 		$279K Sell
5,448
-366
-6% -$18.7K 0.05% 177
2020
Q4 		$291K Sell
5,814
-300
-5% -$13.9K 0.06% 174
2020
Q3 		$269K Sell
6,114
-180
-3% -$7.66K 0.06% 158
2020
Q2 		$247K Buy
+6,294
New +$223K 0.06% 153

Other funds holding IXN

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return