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Householder Group Estate & Retirement Specialist’s iShares Global Tech ETF IXN Stock Holding History

Householder Group Estate & Retirement Specialist’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
Q4 		– Sell
-6
Closed – – 881
2024
Q3 		$0 Buy
+6
New +$485 ﹤0.01% 1245
2024
Q2 		– Sell
-15
Closed -$1.12K – 1273
2024
Q1 		$1.12K Sell
15
-18
-55% -$1.29K ﹤0.01% 1107
2023
Q4 		$2K Hold
33
– – ﹤0.01% 996
2023
Q3 		$1.91K Buy
+33
New +$2.01K ﹤0.01% 1078
2023
Q1 		$4K Buy
+71
New +$3.54K ﹤0.01% 996
2022
Q4 		– Sell
-71
Closed -$2K – 727
2022
Q3 		$2K Buy
+71
New +$3.45K ﹤0.01% 959

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PS
Portfolio Strategies Monsey, New York $811M AUM 28.91% 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

Householder Group Estate & Retirement Specialist's IXN Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist sold out of iShares Global Tech ETF (IXN) in Q4 2024, closing a stake of 6 shares.

Householder Group Estate & Retirement Specialist first reported a position in IXN in Q3 2022 and held it in 6 quarters. The position peaked at $4K in Q1 2023. 459 funds tracked by Wall St. Rank hold IXN as of Q4 2024.

  • Householder Group Estate & Retirement Specialist reported no remaining iShares Global Tech ETF position as of Q4 2024 after selling out during the quarter.
  • Householder Group Estate & Retirement Specialist sold 6 iShares Global Tech ETF shares in Q4 2024.
  • Householder Group Estate & Retirement Specialist first reported a position in iShares Global Tech ETF in Q3 2022 and held it in 6 quarters.
  • Householder Group Estate & Retirement Specialist's iShares Global Tech ETF position peaked at $4K in Q1 2023.
  • 459 funds tracked by Wall St. Rank held iShares Global Tech ETF as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.