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Criterion Capital Advisors’s iShares Global Tech ETF IXN Stock Holding History

Criterion Capital 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
2024
Q4 		$22.4K Hold
270
– – 0.01% 198
2024
Q3 		$22.4K Hold
270
– – 0.01% 198
2024
Q2 		$22.4K Hold
270
– – 0.01% 198
2024
Q1 		$20.2K Hold
270
– – 0.01% 201
2023
Q4 		$18.4K Buy
+270
New +$17K 0.01% 213

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
PF
Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 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
PS
Portfolio Strategies Monsey, New York $811M AUM 28.91% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Criterion Capital Advisors's IXN Position: Q4 2024 in Review

Criterion Capital Advisors held its iShares Global Tech ETF (IXN) position steady in Q4 2024 at 270 shares worth $22.4K. The position accounts for 0.01% of the portfolio, ranked #198.

Criterion Capital Advisors first reported a position in IXN in Q4 2023 and has held it in 5 quarters since. 459 funds tracked by Wall St. Rank hold IXN as of Q4 2024.

  • Criterion Capital Advisors held 270 shares of iShares Global Tech ETF worth $22.4K as of Q4 2024.
  • Criterion Capital Advisors left its iShares Global Tech ETF share count unchanged in Q4 2024.
  • iShares Global Tech ETF made up 0.01% of Criterion Capital Advisors's portfolio in Q4 2024, its #198 holding.
  • Criterion Capital Advisors first reported a position in iShares Global Tech ETF in Q4 2023 and has held it in 5 quarters since.
  • 459 funds tracked by Wall St. Rank held iShares Global Tech ETF as of Q4 2024.

Based on Criterion Capital Advisors's 13F filing for Q4 2024, filed 10 Feb 2025.