Heritage Wealth Management (Arizona)’s iShares Global Tech ETF IXN Stock Holding History

Heritage Wealth Management (Arizona)’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
2022 Q4	$78.5K	Buy	1,752 +876	+100%	+$40K	0.01%	442
2022 Q3	$37K	Hold	876	–	–	0.01%	442
2022 Q2	$40K	Hold	876	–	–	0.01%	454
2022 Q1	$51K	Buy	+876	New	+$50.6K	0.01%	469
2021 Q3	$50K	Sell	876 -216	-20%	-$12.6K	0.02%	446
2021 Q2	$61K	Hold	1,092	–	–	0.02%	431
2021 Q1	$56K	Buy	+1,092	New	+$55.9K	0.03%	358

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

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

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

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s IXN Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) increased its iShares Global Tech ETF (IXN) stake by 100% in Q4 2022, buying an estimated $40K and bringing the position to 1,752 shares worth $78.5K. The position accounts for 0.01% of the portfolio, ranked #442.

Heritage Wealth Management (Arizona) first reported a position in IXN in Q1 2021 and has held it in 7 quarters since. 364 funds tracked by Wall St. Rank hold IXN as of Q4 2022.

Heritage Wealth Management (Arizona) held 1,752 shares of iShares Global Tech ETF worth $78.5K as of Q4 2022.
Heritage Wealth Management (Arizona) bought 876 iShares Global Tech ETF shares in Q4 2022, an estimated $40K.
iShares Global Tech ETF made up 0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #442 holding.
Heritage Wealth Management (Arizona) first reported a position in iShares Global Tech ETF in Q1 2021 and has held it in 7 quarters since.
364 funds tracked by Wall St. Rank held iShares Global Tech ETF as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.