High Net Worth Advisory Group’s iShares Global Tech ETF IXN Stock Holding History

High Net Worth Advisory Group’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
2023 Q1	–	Sell	-312	Closed	-$14K	–	389
2022 Q4	$14K	Sell	312 -850	-73%	-$38.8K	0.01%	472
2022 Q3	$49K	Buy	1,162 +850	+272%	+$41.3K	0.02%	330
2022 Q2	$14K	Hold	312	–	–	0.01%	495
2022 Q1	$18K	Hold	312	–	–	0.01%	466
2021 Q4	$20K	Buy	+312	New	+$19.2K	0.01%	463

Other funds holding IXN

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

High Net Worth Advisory Group's IXN Position: Q1 2023 in Review

High Net Worth Advisory Group sold out of iShares Global Tech ETF (IXN) in Q1 2023, closing a stake of 312 shares — an estimated $14K sold.

High Net Worth Advisory Group first reported a position in IXN in Q4 2021 and held it in 5 quarters. The position peaked at $49K in Q3 2022. 361 funds tracked by Wall St. Rank hold IXN as of Q1 2023.

High Net Worth Advisory Group reported no remaining iShares Global Tech ETF position as of Q1 2023 after selling out during the quarter.
High Net Worth Advisory Group sold 312 iShares Global Tech ETF shares in Q1 2023, an estimated $14K.
High Net Worth Advisory Group first reported a position in iShares Global Tech ETF in Q4 2021 and held it in 5 quarters.
High Net Worth Advisory Group's iShares Global Tech ETF position peaked at $49K in Q3 2022.
361 funds tracked by Wall St. Rank held iShares Global Tech ETF as of Q1 2023.

Based on High Net Worth Advisory Group's 13F filing for Q1 2023, filed 20 Apr 2023.