Fortis Advisors’s iShares Global Tech ETF IXN Stock Holding History

Fortis 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
2020 Q4	–	Sell	-108	Closed	-$4.99K	–	180
2020 Q3	$5K	Buy	+108	New	+$4.59K	﹤0.01%	135

Other funds holding IXN

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Fortis Advisors's IXN Position: Q4 2020 in Review

Fortis Advisors sold out of iShares Global Tech ETF (IXN) in Q4 2020, closing a stake of 108 shares — an estimated $4.99K sold.

Fortis Advisors first reported a position in IXN in Q3 2020 and held it in 1 quarter. The position peaked at $5K in Q3 2020. 370 funds tracked by Wall St. Rank hold IXN as of Q4 2020.

Fortis Advisors reported no remaining iShares Global Tech ETF position as of Q4 2020 after selling out during the quarter.
Fortis Advisors sold 108 iShares Global Tech ETF shares in Q4 2020, an estimated $4.99K.
Fortis Advisors first reported a position in iShares Global Tech ETF in Q3 2020 and held it in 1 quarter.
Fortis Advisors's iShares Global Tech ETF position peaked at $5K in Q3 2020.
370 funds tracked by Wall St. Rank held iShares Global Tech ETF as of Q4 2020.

Based on Fortis Advisors's 13F filing for Q4 2020, filed 11 Feb 2021.