EW
IXN icon

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 $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
PS
Portfolio Strategies Monsey, New York $811M AUM 28.91% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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