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Gimbal Financial’s iShares Global Tech ETF IXN Stock Holding History

Gimbal Financial’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
2024
Q2 		– Sell
-124,988
Closed -$9.35M – 48
2024
Q1 		$9.35M Sell
124,988
-68,810
-36% -$4.94M 7.65% 5
2023
Q4 		$13.2M Buy
+193,798
New +$12.2M 13.25% 3

Other funds holding IXN

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PS
Portfolio Strategies Monsey, New York $811M AUM 28.91% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Gimbal Financial's IXN Position: Q2 2024 in Review

Gimbal Financial sold out of iShares Global Tech ETF (IXN) in Q2 2024, closing a stake of 124,988 shares — an estimated $9.35M sold.

Gimbal Financial first reported a position in IXN in Q4 2023 and held it in 2 quarters. The position peaked at $13.2M in Q4 2023. 430 funds tracked by Wall St. Rank hold IXN as of Q2 2024.

  • Gimbal Financial reported no remaining iShares Global Tech ETF position as of Q2 2024 after selling out during the quarter.
  • Gimbal Financial sold 124,988 iShares Global Tech ETF shares in Q2 2024, an estimated $9.35M.
  • Gimbal Financial first reported a position in iShares Global Tech ETF in Q4 2023 and held it in 2 quarters.
  • Gimbal Financial's iShares Global Tech ETF position peaked at $13.2M in Q4 2023.
  • 430 funds tracked by Wall St. Rank held iShares Global Tech ETF as of Q2 2024.

Based on Gimbal Financial's 13F filing for Q2 2024, filed 12 Jul 2024.