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 Camas, Washington $336B AUM 34.66% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Portfolio Strategies Monsey, New York $1.02B AUM 45.95% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return

Gradient Investments's IXN Position: Q1 2024 in Review

Gradient Investments sold out of iShares Global Tech ETF (IXN) in Q1 2024, closing a stake of 210 shares — an estimated $14.3K sold.

Gradient Investments first reported a position in IXN in Q4 2013 and held it in 9 quarters. The position peaked at $70K in Q1 2018. 427 funds tracked by Wall St. Rank hold IXN as of Q1 2024.

Gradient Investments reported no remaining iShares Global Tech ETF position as of Q1 2024 after selling out during the quarter.
Gradient Investments sold 210 iShares Global Tech ETF shares in Q1 2024, an estimated $14.3K.
Gradient Investments first reported a position in iShares Global Tech ETF in Q4 2013 and held it in 9 quarters.
Gradient Investments's iShares Global Tech ETF position peaked at $70K in Q1 2018.
427 funds tracked by Wall St. Rank held iShares Global Tech ETF as of Q1 2024.

Based on Gradient Investments's 13F filing for Q1 2024, filed 23 Apr 2024.