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Impact Partnership Wealth’s iShares Global Tech ETF IXN Stock Holding History

Impact Partnership Wealth’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
-366
Closed -$27.4K – 456
2024
Q1 		$27.4K Hold
366
– – 0.01% 363
2023
Q4 		$25K Hold
366
– – 0.01% 392
2023
Q3 		$21.2K Buy
+366
New +$22.3K 0.01% 486

Other funds holding IXN

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PS
Portfolio Strategies Monsey, New York $1.02B AUM 45.95% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
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
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Impact Partnership Wealth's IXN Position: Q2 2024 in Review

Impact Partnership Wealth sold out of iShares Global Tech ETF (IXN) in Q2 2024, closing a stake of 366 shares — an estimated $27.4K sold.

Impact Partnership Wealth first reported a position in IXN in Q3 2023 and held it in 3 quarters. The position peaked at $27.4K in Q1 2024. 430 funds tracked by Wall St. Rank hold IXN as of Q2 2024.

  • Impact Partnership Wealth reported no remaining iShares Global Tech ETF position as of Q2 2024 after selling out during the quarter.
  • Impact Partnership Wealth sold 366 iShares Global Tech ETF shares in Q2 2024, an estimated $27.4K.
  • Impact Partnership Wealth first reported a position in iShares Global Tech ETF in Q3 2023 and held it in 3 quarters.
  • Impact Partnership Wealth's iShares Global Tech ETF position peaked at $27.4K in Q1 2024.
  • 430 funds tracked by Wall St. Rank held iShares Global Tech ETF as of Q2 2024.

Based on Impact Partnership Wealth's 13F filing for Q2 2024, filed 2 Aug 2024.