ICA Group Wealth Management’s iShares Global Tech ETF IXN Stock Holding History

ICA Group Wealth 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
2024 Q2	–	Sell	-190	Closed	-$14.2K	–	1046
2024 Q1	$14.2K	Hold	190	–	–	﹤0.01%	826
2023 Q4	$12.9K	Buy	+190	New	+$11.9K	﹤0.01%	825
2023 Q3	–	Sell	-275	Closed	-$17.1K	–	712
2023 Q2	$17.1K	Sell	275 -133	-33%	-$7.54K	﹤0.01%	725
2023 Q1	$22.2K	Hold	408	–	–	0.01%	644
2022 Q4	$18.4K	Buy	+408	New	+$18.6K	﹤0.01%	703

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

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

Portfolio Strategies Monsey, New York $1.02B AUM 45.95% 1-Year Est. Return

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

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

ICA Group Wealth Management's IXN Position: Q2 2024 in Review

ICA Group Wealth Management sold out of iShares Global Tech ETF (IXN) in Q2 2024, closing a stake of 190 shares — an estimated $14.2K sold.

ICA Group Wealth Management first reported a position in IXN in Q4 2022 and held it in 5 quarters. The position peaked at $22.2K in Q1 2023. 430 funds tracked by Wall St. Rank hold IXN as of Q2 2024.

ICA Group Wealth Management reported no remaining iShares Global Tech ETF position as of Q2 2024 after selling out during the quarter.
ICA Group Wealth Management sold 190 iShares Global Tech ETF shares in Q2 2024, an estimated $14.2K.
ICA Group Wealth Management first reported a position in iShares Global Tech ETF in Q4 2022 and held it in 5 quarters.
ICA Group Wealth Management's iShares Global Tech ETF position peaked at $22.2K in Q1 2023.
430 funds tracked by Wall St. Rank held iShares Global Tech ETF as of Q2 2024.

Based on ICA Group Wealth Management's 13F filing for Q2 2024, filed 8 Aug 2024.