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Financial Advocates Investment Management’s iShares Global Tech ETF IXN Stock Holding History

Financial Advocates Investment 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
2024
Q3 		– Sell
-20,249
Closed -$2.05M – 791
2024
Q2 		$2.05M Buy
20,249
+15,019
+287% +$1.14M 0.13% 170
2024
Q1 		$477K Sell
5,230
-44,034
-89% -$3.16M 0.03% 462
2023
Q4 		$3.83M Buy
+49,264
New +$3.1M 0.25% 94
2023
Q3 		– Sell
-4,778
Closed -$206K – 718
2023
Q2 		$206K Buy
+4,778
New +$271K 0.01% 643
2022
Q3 		– Sell
-9,703
Closed -$443K – 793
2022
Q2 		$443K Sell
9,703
-6,079
-39% -$307K 0.04% 419
2022
Q1 		$915K Sell
15,782
-2,553
-14% -$147K 0.06% 312
2021
Q4 		$1.18M Sell
18,335
-60
-0.3% -$3.69K 0.07% 295
2021
Q3 		$1.04M Buy
18,395
+3,413
+23% +$200K 0.07% 298
2021
Q2 		$842K Buy
14,982
+6,684
+81% +$360K 0.06% 355
2021
Q1 		$270K Sell
8,298
-4,776
-37% -$244K 0.02% 640
2020
Q4 		$380K Buy
13,074
+4,482
+52% +$207K 0.03% 507
2020
Q3 		$334K Sell
8,592
-32,724
-79% -$1.39M 0.03% 455
2020
Q2 		$1.62M Buy
41,316
+2,676
+7% +$94.7K 0.15% 167
2020
Q1 		$1.17M Sell
38,640
-5,658
-13% -$196K 0.17% 161
2019
Q4 		$1.55M Buy
44,298
+2,742
+7% +$90K 0.17% 146
2019
Q3 		$1.28M Buy
41,556
+2,658
+7% +$80.8K 0.15% 159
2019
Q2 		$1.16M Buy
38,898
+20,802
+115% +$608K 0.13% 168
2019
Q1 		$516K Buy
+18,096
New +$479K 0.06% 264
2018
Q4 		– Sell
-7,938
Closed -$231K – 472
2018
Q3 		$231K Buy
+7,938
New +$227K 0.03% 447

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 $1.56T 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 $1.02B AUM 45.95% 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 $445B AUM 25.58% 1-Year Est. Return

Financial Advocates Investment Management's IXN Position: Q3 2024 in Review

Financial Advocates Investment Management sold out of iShares Global Tech ETF (IXN) in Q3 2024, closing a stake of 20,249 shares — an estimated $2.05M sold.

Financial Advocates Investment Management first reported a position in IXN in Q3 2018 and held it in 19 quarters. The position peaked at $3.83M in Q4 2023. 442 funds tracked by Wall St. Rank hold IXN as of Q3 2024.

  • Financial Advocates Investment Management reported no remaining iShares Global Tech ETF position as of Q3 2024 after selling out during the quarter.
  • Financial Advocates Investment Management sold 20,249 iShares Global Tech ETF shares in Q3 2024, an estimated $2.05M.
  • Financial Advocates Investment Management first reported a position in iShares Global Tech ETF in Q3 2018 and held it in 19 quarters.
  • Financial Advocates Investment Management's iShares Global Tech ETF position peaked at $3.83M in Q4 2023.
  • 442 funds tracked by Wall St. Rank held iShares Global Tech ETF as of Q3 2024.

Based on Financial Advocates Investment Management's 13F filing for Q3 2024, filed 25 Oct 2024.