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FormulaFolio Investments’s iShares Global Tech ETF IXN Stock Holding History

FormulaFolio Investments’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
2021
Q1 		– Sell
-44,100
Closed -$2.21M – 638
2020
Q4 		$2.21M Buy
+44,100
New +$2.04M 0.05% 236

Other funds holding IXN

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

FormulaFolio Investments's IXN Position: Q1 2021 in Review

FormulaFolio Investments sold out of iShares Global Tech ETF (IXN) in Q1 2021, closing a stake of 44,100 shares — an estimated $2.21M sold.

FormulaFolio Investments first reported a position in IXN in Q4 2020 and held it in 1 quarter. The position peaked at $2.21M in Q4 2020. 368 funds tracked by Wall St. Rank hold IXN as of Q1 2021.

  • FormulaFolio Investments reported no remaining iShares Global Tech ETF position as of Q1 2021 after selling out during the quarter.
  • FormulaFolio Investments sold 44,100 iShares Global Tech ETF shares in Q1 2021, an estimated $2.21M.
  • FormulaFolio Investments first reported a position in iShares Global Tech ETF in Q4 2020 and held it in 1 quarter.
  • FormulaFolio Investments's iShares Global Tech ETF position peaked at $2.21M in Q4 2020.
  • 368 funds tracked by Wall St. Rank held iShares Global Tech ETF as of Q1 2021.

Based on FormulaFolio Investments's 13F filing for Q1 2021, filed 28 May 2021.