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Herold Advisors’s iShares Global Tech ETF IXN Stock Holding History

Herold Advisors’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
Q2 		– Sell
-174
Closed -$10.1K – 422
2022
Q1 		$10.1K Buy
+174
New +$10K ﹤0.01% 596
2021
Q4 		– Sell
-174
Closed -$9K – 410
2021
Q3 		$9K Buy
+174
New +$10.2K ﹤0.01% 607

Other funds holding IXN

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Herold Advisors's IXN Position: Q2 2022 in Review

Herold Advisors sold out of iShares Global Tech ETF (IXN) in Q2 2022, closing a stake of 174 shares — an estimated $10.1K sold.

Herold Advisors first reported a position in IXN in Q3 2021 and held it in 2 quarters. The position peaked at $10.1K in Q1 2022. 395 funds tracked by Wall St. Rank hold IXN as of Q2 2022.

  • Herold Advisors reported no remaining iShares Global Tech ETF position as of Q2 2022 after selling out during the quarter.
  • Herold Advisors sold 174 iShares Global Tech ETF shares in Q2 2022, an estimated $10.1K.
  • Herold Advisors first reported a position in iShares Global Tech ETF in Q3 2021 and held it in 2 quarters.
  • Herold Advisors's iShares Global Tech ETF position peaked at $10.1K in Q1 2022.
  • 395 funds tracked by Wall St. Rank held iShares Global Tech ETF as of Q2 2022.

Based on Herold Advisors's 13F filing for Q2 2022, filed 15 Jul 2022.