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Disciplined Investments’s iShares Global Tech ETF IXN Stock Holding History

Disciplined Investments’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
2020
Q2 		– Sell
-168
Closed -$5K – 425
2020
Q1 		$5K Hold
168
– – ﹤0.01% 321
2019
Q4 		$6K Buy
+168
New +$5.51K 0.01% 323

Other funds holding IXN

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Disciplined Investments's IXN Position: Q2 2020 in Review

Disciplined Investments sold out of iShares Global Tech ETF (IXN) in Q2 2020, closing a stake of 168 shares — an estimated $5K sold.

Disciplined Investments first reported a position in IXN in Q4 2019 and held it in 2 quarters. The position peaked at $6K in Q4 2019. 308 funds tracked by Wall St. Rank hold IXN as of Q2 2020.

  • Disciplined Investments reported no remaining iShares Global Tech ETF position as of Q2 2020 after selling out during the quarter.
  • Disciplined Investments sold 168 iShares Global Tech ETF shares in Q2 2020, an estimated $5K.
  • Disciplined Investments first reported a position in iShares Global Tech ETF in Q4 2019 and held it in 2 quarters.
  • Disciplined Investments's iShares Global Tech ETF position peaked at $6K in Q4 2019.
  • 308 funds tracked by Wall St. Rank held iShares Global Tech ETF as of Q2 2020.

Based on Disciplined Investments's 13F filing for Q2 2020, filed 13 Aug 2020.