Financial Gravity Asset Management’s iShares Global Tech ETF IXN Stock Holding History

Financial Gravity Asset 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 Q1	–	Sell	-15	Closed	-$997	–	1261
2023 Q4	$997	Buy	+15	New	+$943	﹤0.01%	792
2021 Q3	$57K	Sell	50 -4	-7%	-$234	0.03%	512
2021 Q2	$338K	Buy	+54	New	+$2.91K	0.12%	114
2020 Q4	$3K	Buy	+54	New	+$2.5K	﹤0.01%	270
2019 Q4	$210K	Sell	756 -744	-50%	-$24.4K	0.14%	110
2019 Q3	$46K	Sell	1,500 -1,164	-44%	-$35.4K	0.04%	304
2019 Q2	$80K	Sell	2,664 -198	-7%	-$5.79K	0.07%	254
2019 Q1	$83K	Buy	+2,862	New	+$75.8K	0.07%	220

Other funds holding IXN

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Portfolio Strategies Monsey, New York $1.02B AUM 45.95% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return

Financial Gravity Asset Management's IXN Position: Q1 2024 in Review

Financial Gravity Asset Management sold out of iShares Global Tech ETF (IXN) in Q1 2024, closing a stake of 15 shares — an estimated $997 sold.

Financial Gravity Asset Management first reported a position in IXN in Q1 2019 and held it in 8 quarters. The position peaked at $338K in Q2 2021. 427 funds tracked by Wall St. Rank hold IXN as of Q1 2024.

Financial Gravity Asset Management reported no remaining iShares Global Tech ETF position as of Q1 2024 after selling out during the quarter.
Financial Gravity Asset Management sold 15 iShares Global Tech ETF shares in Q1 2024, an estimated $997.
Financial Gravity Asset Management first reported a position in iShares Global Tech ETF in Q1 2019 and held it in 8 quarters.
Financial Gravity Asset Management's iShares Global Tech ETF position peaked at $338K in Q2 2021.
427 funds tracked by Wall St. Rank held iShares Global Tech ETF as of Q1 2024.

Based on Financial Gravity Asset Management's 13F filing for Q1 2024, filed 13 May 2024.