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EPG Wealth Management’s iShares Global Tech ETF IXN Stock Holding History

EPG Wealth Management’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
2023
Q3 		– Sell
-348
Closed -$21.6K – 432
2023
Q2 		$21.6K Hold
348
– – 0.01% 330
2023
Q1 		$18.9K Hold
348
– – 0.01% 339
2022
Q4 		$15.6K Hold
348
– – 0.01% 314
2022
Q3 		$15K Buy
+348
New +$16.9K 0.01% 320
2020
Q2 		– Sell
-126
Closed -$4K – 465
2020
Q1 		$4K Hold
126
– – ﹤0.01% 624
2019
Q4 		$4K Buy
+126
New +$4.13K ﹤0.01% 547

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PS
Portfolio Strategies Monsey, New York $811M AUM 28.91% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

EPG Wealth Management's IXN Position: Q3 2023 in Review

EPG Wealth Management sold out of iShares Global Tech ETF (IXN) in Q3 2023, closing a stake of 348 shares — an estimated $21.6K sold.

EPG Wealth Management first reported a position in IXN in Q4 2019 and held it in 6 quarters. The position peaked at $21.6K in Q2 2023. 376 funds tracked by Wall St. Rank hold IXN as of Q3 2023.

  • EPG Wealth Management reported no remaining iShares Global Tech ETF position as of Q3 2023 after selling out during the quarter.
  • EPG Wealth Management sold 348 iShares Global Tech ETF shares in Q3 2023, an estimated $21.6K.
  • EPG Wealth Management first reported a position in iShares Global Tech ETF in Q4 2019 and held it in 6 quarters.
  • EPG Wealth Management's iShares Global Tech ETF position peaked at $21.6K in Q2 2023.
  • 376 funds tracked by Wall St. Rank held iShares Global Tech ETF as of Q3 2023.

Based on EPG Wealth Management's 13F filing for Q3 2023, filed 13 Nov 2023.