FIM
IXN icon

Freedom Investment Management’s iShares Global Tech ETF IXN Stock Holding History

Freedom Investment 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
2023
Q1 		– Sell
-10,854
Closed -$487K – 745
2022
Q4 		$487K Buy
10,854
+513
+5% +$23.4K 0.05% 439
2022
Q3 		$436K Sell
10,341
-1,303
-11% -$63.4K 0.05% 462
2022
Q2 		$532K Buy
11,644
+803
+7% +$40.6K 0.06% 434
2022
Q1 		$629K Sell
10,841
-3,287
-23% -$190K 0.06% 409
2021
Q4 		$910K Sell
14,128
-1,716
-11% -$105K 0.07% 378
2021
Q3 		$898K Sell
15,844
-758
-5% -$44.4K 0.07% 339
2021
Q2 		$934K Buy
16,602
+156
+0.9% +$8.39K 0.07% 345
2021
Q1 		$844K Sell
16,446
-2,880
-15% -$147K 0.07% 350
2020
Q4 		$966K Sell
19,326
-3,462
-15% -$160K 0.11% 192
2020
Q3 		$1M Sell
22,788
-5,442
-19% -$231K 0.11% 176
2020
Q2 		$1.11M Sell
28,230
-4,212
-13% -$149K 0.12% 152
2020
Q1 		$1.22M Sell
32,442
-2,598
-7% -$89.8K 0.11% 177
2019
Q4 		$1.23M Sell
35,040
-7,830
-18% -$257K 0.11% 179
2019
Q3 		$1.32M Sell
42,870
-8,154
-16% -$248K 0.11% 173
2019
Q2 		$1.53M Buy
51,024
+21,666
+74% +$633K 0.13% 160
2019
Q1 		$837K Buy
+29,358
New +$778K 0.07% 274

Other funds holding IXN

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Freedom Investment Management's IXN Position: Q1 2023 in Review

Freedom Investment Management sold out of iShares Global Tech ETF (IXN) in Q1 2023, closing a stake of 10,854 shares — an estimated $487K sold.

Freedom Investment Management first reported a position in IXN in Q1 2019 and held it in 16 quarters. The position peaked at $1.53M in Q2 2019. 360 funds tracked by Wall St. Rank hold IXN as of Q1 2023.

  • Freedom Investment Management reported no remaining iShares Global Tech ETF position as of Q1 2023 after selling out during the quarter.
  • Freedom Investment Management sold 10,854 iShares Global Tech ETF shares in Q1 2023, an estimated $487K.
  • Freedom Investment Management first reported a position in iShares Global Tech ETF in Q1 2019 and held it in 16 quarters.
  • Freedom Investment Management's iShares Global Tech ETF position peaked at $1.53M in Q2 2019.
  • 360 funds tracked by Wall St. Rank held iShares Global Tech ETF as of Q1 2023.

Based on Freedom Investment Management's 13F filing for Q1 2023, filed 15 May 2023.