Eagle Strategies’s iShares Global Tech ETF IXN Stock Holding History

Eagle Strategies’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 Q2	–	Sell	-7,028	Closed	-$526K	–	277
2024 Q1	$526K	Buy	+7,028	New	+$505K	0.12%	156

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

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

Portfolio Strategies Monsey, New York $811M AUM 28.91% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

PCH

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

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

Eagle Strategies's IXN Position: Q2 2024 in Review

Eagle Strategies sold out of iShares Global Tech ETF (IXN) in Q2 2024, closing a stake of 7,028 shares — an estimated $526K sold.

Eagle Strategies first reported a position in IXN in Q1 2024 and held it in 1 quarter. The position peaked at $526K in Q1 2024. 430 funds tracked by Wall St. Rank hold IXN as of Q2 2024.

Eagle Strategies reported no remaining iShares Global Tech ETF position as of Q2 2024 after selling out during the quarter.
Eagle Strategies sold 7,028 iShares Global Tech ETF shares in Q2 2024, an estimated $526K.
Eagle Strategies first reported a position in iShares Global Tech ETF in Q1 2024 and held it in 1 quarter.
Eagle Strategies's iShares Global Tech ETF position peaked at $526K in Q1 2024.
430 funds tracked by Wall St. Rank held iShares Global Tech ETF as of Q2 2024.

Based on Eagle Strategies's 13F filing for Q2 2024, filed 8 Aug 2024.