GFA
IXN icon

Gallagher Fiduciary Advisors’s iShares Global Tech ETF IXN Stock Holding History

Gallagher Fiduciary 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
2025
Q3 		– Sell
-3,720
Closed -$344K – 327
2025
Q2 		$344K Hold
3,720
– – 0.01% 234
2025
Q1 		$282K Hold
3,720
– – 0.01% 246
2024
Q4 		$315K Hold
3,720
– – 0.06% 214
2024
Q3 		$307K Hold
3,720
– – 0.06% 194
2024
Q2 		$308K Hold
3,720
– – 0.07% 154
2024
Q1 		$278K Hold
3,720
– – 0.01% 158
2023
Q4 		$254K Hold
3,720
– – 0.01% 159
2023
Q3 		$215K Hold
3,720
– – 0.02% 160
2023
Q2 		$231K Hold
3,720
– – 0.02% 191
2023
Q1 		$202K Buy
+3,720
New +$185K 0.02% 193

Other funds holding IXN

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 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 $501B AUM 22.01% 1-Year Est. Return
PS
Portfolio Strategies Monsey, New York $811M AUM 28.91% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return