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Financial Network Wealth Advisors’s iShares Global Tech ETF IXN Stock Holding History

Financial Network Wealth Advisors’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
-175
Closed -$14.5K – 904
2024
Q2 		$14.5K Buy
+175
New +$13.3K 0.01% 437

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
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 $811M AUM 28.91% 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 $377B AUM 19.32% 1-Year Est. Return

Financial Network Wealth Advisors's IXN Position: Q3 2024 in Review

Financial Network Wealth Advisors sold out of iShares Global Tech ETF (IXN) in Q3 2024, closing a stake of 175 shares — an estimated $14.5K sold.

Financial Network Wealth Advisors first reported a position in IXN in Q2 2024 and held it in 1 quarter. The position peaked at $14.5K in Q2 2024. 442 funds tracked by Wall St. Rank hold IXN as of Q3 2024.

  • Financial Network Wealth Advisors reported no remaining iShares Global Tech ETF position as of Q3 2024 after selling out during the quarter.
  • Financial Network Wealth Advisors sold 175 iShares Global Tech ETF shares in Q3 2024, an estimated $14.5K.
  • Financial Network Wealth Advisors first reported a position in iShares Global Tech ETF in Q2 2024 and held it in 1 quarter.
  • Financial Network Wealth Advisors's iShares Global Tech ETF position peaked at $14.5K in Q2 2024.
  • 442 funds tracked by Wall St. Rank held iShares Global Tech ETF as of Q3 2024.

Based on Financial Network Wealth Advisors's 13F filing for Q3 2024, filed 15 Nov 2024.