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Element Wealth’s iShares Global Tech ETF IXN Stock Holding History

Element Wealth’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
Q3 		– Sell
-489
Closed -$40.5K – 296
2024
Q2 		$40.5K Buy
+489
New +$37.3K 0.02% 197
2023
Q1 		– Sell
-22
Closed -$986 – 211
2022
Q4 		$986 Sell
22
-48
-69% -$2.19K ﹤0.01% 194
2022
Q3 		$3K Hold
70
– – ﹤0.01% 183
2022
Q2 		$3K Buy
70
+22
+46% +$1.11K ﹤0.01% 175
2022
Q1 		$3K Hold
48
– – ﹤0.01% 192
2021
Q4 		$3K Hold
48
– – ﹤0.01% 178
2021
Q3 		$3K Hold
48
– – ﹤0.01% 167
2021
Q2 		$3K Hold
48
– – ﹤0.01% 161
2021
Q1 		$2K Hold
48
– – ﹤0.01% 162
2020
Q4 		$2K Buy
+48
New +$2.22K ﹤0.01% 149

Other funds holding IXN

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PS
Portfolio Strategies Monsey, New York $1.02B AUM 45.95% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Element Wealth's IXN Position: Q3 2024 in Review

Element Wealth sold out of iShares Global Tech ETF (IXN) in Q3 2024, closing a stake of 489 shares — an estimated $40.5K sold.

Element Wealth first reported a position in IXN in Q4 2020 and held it in 10 quarters. The position peaked at $40.5K in Q2 2024. 442 funds tracked by Wall St. Rank hold IXN as of Q3 2024.

  • Element Wealth reported no remaining iShares Global Tech ETF position as of Q3 2024 after selling out during the quarter.
  • Element Wealth sold 489 iShares Global Tech ETF shares in Q3 2024, an estimated $40.5K.
  • Element Wealth first reported a position in iShares Global Tech ETF in Q4 2020 and held it in 10 quarters.
  • Element Wealth's iShares Global Tech ETF position peaked at $40.5K in Q2 2024.
  • 442 funds tracked by Wall St. Rank held iShares Global Tech ETF as of Q3 2024.

Based on Element Wealth's 13F filing for Q3 2024, filed 23 Oct 2024.