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Insight Wealth Strategies’s iShares Global Tech ETF IXN Stock Holding History

Insight Wealth Strategies’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
2021
Q4 		– Sell
-10,042
Closed -$569K – 179
2021
Q3 		$569K Buy
10,042
+274
+3% +$16K 0.08% 137
2021
Q2 		$550K Sell
9,768
-6,252
-39% -$336K 0.08% 138
2021
Q1 		$822K Buy
16,020
+9,396
+142% +$481K 0.11% 120
2020
Q4 		$331K Buy
+6,624
New +$306K 0.06% 153

Other funds holding IXN

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Insight Wealth Strategies's IXN Position: Q4 2021 in Review

Insight Wealth Strategies sold out of iShares Global Tech ETF (IXN) in Q4 2021, closing a stake of 10,042 shares — an estimated $569K sold.

Insight Wealth Strategies first reported a position in IXN in Q4 2020 and held it in 4 quarters. The position peaked at $822K in Q1 2021. 456 funds tracked by Wall St. Rank hold IXN as of Q4 2021.

  • Insight Wealth Strategies reported no remaining iShares Global Tech ETF position as of Q4 2021 after selling out during the quarter.
  • Insight Wealth Strategies sold 10,042 iShares Global Tech ETF shares in Q4 2021, an estimated $569K.
  • Insight Wealth Strategies first reported a position in iShares Global Tech ETF in Q4 2020 and held it in 4 quarters.
  • Insight Wealth Strategies's iShares Global Tech ETF position peaked at $822K in Q1 2021.
  • 456 funds tracked by Wall St. Rank held iShares Global Tech ETF as of Q4 2021.

Based on Insight Wealth Strategies's 13F filing for Q4 2021, filed 31 Jan 2022.