CPG
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Cornerstone Planning Group’s iShares Global Tech ETF IXN Stock Holding History

Cornerstone Planning 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
2025
Q3 		– Sell
-20
Closed -$1.91K – 1731
2025
Q2 		$1.91K Hold
20
– – ﹤0.01% 961
2025
Q1 		$1.47K Hold
20
– – ﹤0.01% 1053
2024
Q4 		$1.65K Hold
20
– – ﹤0.01% 842
2024
Q3 		$1.69K Sell
20
-374
-95% -$30.2K ﹤0.01% 817
2024
Q2 		$28.7K Sell
394
-52
-12% -$3.96K 0.01% 270
2024
Q1 		$32.5K Hold
446
– – 0.01% 226
2023
Q4 		$30.4K Sell
446
-506
-53% -$31.8K 0.01% 259
2023
Q3 		$55.1K Hold
952
– – 0.02% 170
2023
Q2 		$59.2K Buy
+952
New +$54K 0.02% 217
2022
Q4 		$46.8K Buy
+1,000
New +$45.6K 0.02% 281

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 $1.47T AUM 27.86% 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 $501B AUM 22.01% 1-Year Est. Return
PS
Portfolio Strategies Monsey, New York $811M AUM 28.91% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return