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

Halpern 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
Q3 		$4.14K Buy
+51
New +$4.12K ﹤0.01% 189
2021
Q1 		– Sell
-120
Closed -$6K – 270
2020
Q4 		$6K Hold
120
– – ﹤0.01% 155
2020
Q3 		$5.27K Buy
120
+30
+33% +$1.28K ﹤0.01% 153
2020
Q2 		$3.53K Hold
90
– – ﹤0.01% 141
2020
Q1 		$2.73K Buy
+90
New +$3.11K ﹤0.01% 139

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
PF
Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Halpern Financial's IXN Position: Q3 2024 in Review

Halpern Financial opened a new position in iShares Global Tech ETF (IXN) in Q3 2024: 51 shares worth $4.14K. The stake represents ﹤0.01% of the portfolio and ranks #189 among its holdings. This is a return to the name: Halpern Financial previously reported a position in IXN as recently as Q4 2020.

Halpern Financial first reported a position in IXN in Q1 2020 and has held it in 5 quarters since. The position peaked at $6K in Q4 2020. 442 funds tracked by Wall St. Rank hold IXN as of Q3 2024.

  • Halpern Financial held 51 shares of iShares Global Tech ETF worth $4.14K as of Q3 2024.
  • iShares Global Tech ETF was a new Halpern Financial position in Q3 2024.
  • iShares Global Tech ETF made up ﹤0.01% of Halpern Financial's portfolio in Q3 2024, its #189 holding.
  • Halpern Financial first reported a position in iShares Global Tech ETF in Q1 2020 and has held it in 5 quarters since.
  • Halpern Financial's iShares Global Tech ETF position peaked at $6K in Q4 2020.
  • 442 funds tracked by Wall St. Rank held iShares Global Tech ETF as of Q3 2024.

Based on Halpern Financial's 13F filing for Q3 2024, filed 4 Oct 2024.