GI
IXN icon

Gradient Investments’s iShares Global Tech ETF IXN Stock Holding History

Gradient Investments’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
Q1 		– Sell
-210
Closed -$14.3K – 1538
2023
Q4 		$14.3K Hold
210
– – ﹤0.01% 769
2023
Q3 		$12.1K Hold
210
– – ﹤0.01% 773
2023
Q2 		$13.1K Hold
210
– – ﹤0.01% 762
2023
Q1 		$11.4K Hold
210
– – ﹤0.01% 777
2022
Q4 		$9.41K Hold
210
– – ﹤0.01% 823
2022
Q3 		$9K Buy
+210
New +$10.2K ﹤0.01% 822
2019
Q3 		– Sell
-1,800
Closed -$54K – 1167
2019
Q2 		$54K Buy
+1,800
New +$52.6K ﹤0.01% 370
2018
Q2 		– Sell
-2,670
Closed -$70K – 1066
2018
Q1 		$70K Buy
+2,670
New +$72K ﹤0.01% 301
2014
Q1 		– Sell
-900
Closed -$12K – 583
2013
Q4 		$12K Buy
+900
New +$11.8K ﹤0.01% 365

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 $1.47T 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
PS
Portfolio Strategies Monsey, New York $811M AUM 28.91% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return