FIA
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Foundations Investment Advisors’s iShares Global Tech ETF IXN Stock Holding History

Foundations Investment 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
2022
Q4 		– Sell
-11,426
Closed -$482K – 455
2022
Q3 		$482K Sell
11,426
-1,293
-10% -$62.9K 0.02% 256
2022
Q2 		$590K Sell
12,719
-38,657
-75% -$1.95M 0.02% 203
2022
Q1 		$2.75M Buy
51,376
+1,284
+3% +$74.1K 0.11% 74
2021
Q4 		$3.14M Sell
50,092
-11,533
-19% -$709K 0.12% 69
2021
Q3 		$3.48M Buy
61,625
+40,727
+195% +$2.38M 0.15% 55
2021
Q2 		$1.2M Sell
20,898
-15,192
-42% -$818K 0.06% 95
2021
Q1 		$1.92M Buy
36,090
+25,494
+241% +$1.31M 0.11% 62
2020
Q4 		$539K Buy
+10,596
New +$490K 0.04% 112

Other funds holding IXN

AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
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
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return