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Grimes & Company’s iShares Global Tech ETF IXN Stock Holding History

Grimes & Company’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
-2,579
Closed -$238K – 456
2025
Q2 		$238K Buy
+2,579
New +$209K 0.01% 376

Other funds holding IXN

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
PS
Portfolio Strategies Monsey, New York $1.02B AUM 45.95% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Grimes & Company's IXN Position: Q3 2025 in Review

Grimes & Company sold out of iShares Global Tech ETF (IXN) in Q3 2025, closing a stake of 2,579 shares — an estimated $238K sold.

Grimes & Company first reported a position in IXN in Q2 2025 and held it in 1 quarter. The position peaked at $238K in Q2 2025. 450 funds tracked by Wall St. Rank hold IXN as of Q3 2025.

  • Grimes & Company reported no remaining iShares Global Tech ETF position as of Q3 2025 after selling out during the quarter.
  • Grimes & Company sold 2,579 iShares Global Tech ETF shares in Q3 2025, an estimated $238K.
  • Grimes & Company first reported a position in iShares Global Tech ETF in Q2 2025 and held it in 1 quarter.
  • Grimes & Company's iShares Global Tech ETF position peaked at $238K in Q2 2025.
  • 450 funds tracked by Wall St. Rank held iShares Global Tech ETF as of Q3 2025.

Based on Grimes & Company's 13F filing for Q3 2025, filed 27 Oct 2025.