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EWG Elevate’s iShares Global Tech ETF IXN Stock Holding History

EWG Elevate’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
-13,069
Closed -$978K – 142
2024
Q1 		$978K Buy
+13,069
New +$939K 0.37% 65
2023
Q1 		– Sell
-30
Closed -$1.34K – 415
2022
Q4 		$1.34K Buy
+30
New +$1.37K ﹤0.01% 636

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
PS
Portfolio Strategies Monsey, New York $811M AUM 28.91% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

EWG Elevate's IXN Position: Q2 2024 in Review

EWG Elevate sold out of iShares Global Tech ETF (IXN) in Q2 2024, closing a stake of 13,069 shares — an estimated $978K sold.

EWG Elevate first reported a position in IXN in Q4 2022 and held it in 2 quarters. The position peaked at $978K in Q1 2024. 430 funds tracked by Wall St. Rank hold IXN as of Q2 2024.

  • EWG Elevate reported no remaining iShares Global Tech ETF position as of Q2 2024 after selling out during the quarter.
  • EWG Elevate sold 13,069 iShares Global Tech ETF shares in Q2 2024, an estimated $978K.
  • EWG Elevate first reported a position in iShares Global Tech ETF in Q4 2022 and held it in 2 quarters.
  • EWG Elevate's iShares Global Tech ETF position peaked at $978K in Q1 2024.
  • 430 funds tracked by Wall St. Rank held iShares Global Tech ETF as of Q2 2024.

Based on EWG Elevate's 13F filing for Q2 2024, filed 16 Jul 2024.