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Financial Architects (New Jersey)’s iShares Global Tech ETF IXN Stock Holding History

Financial Architects (New Jersey)’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
Q2 		$1.55M Buy
24,938
+23
+0.1% +$1.3K 0.23% 93
2023
Q1 		$1.35M Sell
24,915
-2,880
-10% -$143K 0.22% 110
2022
Q4 		$1.25M Buy
27,795
+36
+0.1% +$1.64K 0.21% 113
2022
Q3 		$1.17M Buy
+27,759
New +$1.35M 0.2% 115
2022
Q2 		– Sell
-24,846
Closed -$1.44M – 146
2022
Q1 		$1.44M Buy
24,846
+1
+0% +$58 0.21% 111
2021
Q4 		$1.6M Buy
24,845
+22
+0.1% +$1.35K 0.22% 107
2021
Q3 		$1.41M Sell
24,823
-5
-0% -$293 0.2% 115
2021
Q2 		$1.4M Buy
24,828
+36
+0.1% +$1.94K 0.2% 110
2021
Q1 		$1.27M Sell
24,792
-1,980
-7% -$101K 0.2% 108
2020
Q4 		$1.34M Buy
26,772
+36
+0.1% +$1.67K 0.25% 88
2020
Q3 		$1.18M Sell
26,736
-972
-4% -$41.3K 0.26% 86
2020
Q2 		$1.09M Buy
27,708
+486
+2% +$17.2K 0.25% 85
2020
Q1 		$827K Buy
27,222
+564
+2% +$19.5K 0.23% 90
2019
Q4 		$935K Buy
26,658
+12
+0% +$394 0.2% 101
2019
Q3 		$821K Buy
26,646
+2,394
+10% +$72.8K 0.19% 105
2019
Q2 		$726K Buy
24,252
+5,940
+32% +$174K 0.14% 121
2019
Q1 		$522K Buy
18,312
+912
+5% +$24.2K 0.09% 158
2018
Q4 		$418K Sell
17,400
-120
-0.7% -$3.14K 0.08% 167
2018
Q3 		$511K Hold
17,520
– – 0.08% 176
2018
Q2 		$480K Buy
17,520
+990
+6% +$27.1K 0.09% 167
2018
Q1 		$436K Buy
16,530
+3,516
+27% +$94.8K 0.09% 177
2017
Q4 		$333K Buy
13,014
+5,250
+68% +$133K 0.06% 227
2017
Q3 		$184K Buy
+7,764
New +$179K 0.03% 340
2013
Q3 		– Sell
-900
Closed -$10K – 756
2013
Q2 		$10K Buy
+900
New +$10.7K 0.01% 458

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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PS
Portfolio Strategies Monsey, New York $1.02B AUM 45.95% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Financial Architects (New Jersey)'s IXN Position: Q2 2023 in Review

Financial Architects (New Jersey) increased its iShares Global Tech ETF (IXN) stake by 0.09% in Q2 2023, buying an estimated $1.3K and bringing the position to 24,938 shares worth $1.55M. The position accounts for 0.23% of the portfolio, ranked #93.

Financial Architects (New Jersey) first reported a position in IXN in Q2 2013 and has held it in 24 quarters since. The position peaked at $1.6M in Q4 2021. 388 funds tracked by Wall St. Rank hold IXN as of Q2 2023.

  • Financial Architects (New Jersey) held 24,938 shares of iShares Global Tech ETF worth $1.55M as of Q2 2023.
  • Financial Architects (New Jersey) bought 23 iShares Global Tech ETF shares in Q2 2023, an estimated $1.3K.
  • iShares Global Tech ETF made up 0.23% of Financial Architects (New Jersey)'s portfolio in Q2 2023, its #93 holding.
  • Financial Architects (New Jersey) first reported a position in iShares Global Tech ETF in Q2 2013 and has held it in 24 quarters since.
  • Financial Architects (New Jersey)'s iShares Global Tech ETF position peaked at $1.6M in Q4 2021.
  • 388 funds tracked by Wall St. Rank held iShares Global Tech ETF as of Q2 2023.

Based on Financial Architects (New Jersey)'s 13F filing for Q2 2023, filed 10 Aug 2023.