Envestnet Portfolio Solutions
IXN icon

Envestnet Portfolio Solutions’s iShares Global Tech ETF IXN Stock Holding History

Envestnet Portfolio Solutions’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
2025
Q1 		– Sell
-16,448
Closed -$1.39M – 1678
2024
Q4 		$1.39M Sell
16,448
-237
-1% -$19.9K ﹤0.01% 792
2024
Q3 		$1.38M Sell
16,685
-443
-3% -$35.8K ﹤0.01% 788
2024
Q2 		$1.42M Sell
17,128
-6,661
-28% -$507K ﹤0.01% 743
2024
Q1 		$1.78M Sell
23,789
-770
-3% -$55.3K 0.01% 671
2023
Q4 		$1.67M Buy
24,559
+4,960
+25% +$312K 0.01% 637
2023
Q3 		$1.13M Buy
+19,599
New +$1.19M 0.01% 721

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
PCH
PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
PS
Portfolio Strategies Monsey, New York $1.02B AUM 45.95% 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

Envestnet Portfolio Solutions's IXN Position: Q1 2025 in Review

Envestnet Portfolio Solutions sold out of iShares Global Tech ETF (IXN) in Q1 2025, closing a stake of 16,448 shares — an estimated $1.39M sold.

Envestnet Portfolio Solutions first reported a position in IXN in Q3 2023 and held it in 6 quarters. The position peaked at $1.78M in Q1 2024. 444 funds tracked by Wall St. Rank hold IXN as of Q1 2025.

  • Envestnet Portfolio Solutions reported no remaining iShares Global Tech ETF position as of Q1 2025 after selling out during the quarter.
  • Envestnet Portfolio Solutions sold 16,448 iShares Global Tech ETF shares in Q1 2025, an estimated $1.39M.
  • Envestnet Portfolio Solutions first reported a position in iShares Global Tech ETF in Q3 2023 and held it in 6 quarters.
  • Envestnet Portfolio Solutions's iShares Global Tech ETF position peaked at $1.78M in Q1 2024.
  • 444 funds tracked by Wall St. Rank held iShares Global Tech ETF as of Q1 2025.

Based on Envestnet Portfolio Solutions's 13F filing for Q1 2025, filed 21 Apr 2025.