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Hartford Financial Management’s iShares Global Tech ETF IXN Stock Holding History

Hartford Financial Management’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
2021
Q2 		– Sell
-300
Closed -$15K – 378
2021
Q1 		$15K Buy
+300
New +$15.4K ﹤0.01% 268
2014
Q4 		– Sell
-348
Closed -$5K – 262
2014
Q3 		$5K Hold
348
– – ﹤0.01% 249
2014
Q2 		$5K Buy
+348
New +$4.98K ﹤0.01% 251

Other funds holding IXN

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Hartford Financial Management's IXN Position: Q2 2021 in Review

Hartford Financial Management sold out of iShares Global Tech ETF (IXN) in Q2 2021, closing a stake of 300 shares — an estimated $15K sold.

Hartford Financial Management first reported a position in IXN in Q2 2014 and held it in 3 quarters. The position peaked at $15K in Q1 2021. 366 funds tracked by Wall St. Rank hold IXN as of Q2 2021.

  • Hartford Financial Management reported no remaining iShares Global Tech ETF position as of Q2 2021 after selling out during the quarter.
  • Hartford Financial Management sold 300 iShares Global Tech ETF shares in Q2 2021, an estimated $15K.
  • Hartford Financial Management first reported a position in iShares Global Tech ETF in Q2 2014 and held it in 3 quarters.
  • Hartford Financial Management's iShares Global Tech ETF position peaked at $15K in Q1 2021.
  • 366 funds tracked by Wall St. Rank held iShares Global Tech ETF as of Q2 2021.

Based on Hartford Financial Management's 13F filing for Q2 2021, filed 27 Jul 2021.