IFWM
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Institute for Wealth Management’s iShares Global Tech ETF IXN Stock Holding History

Institute for 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
2020
Q1 		– Sell
-1,086
Closed -$38K – 545
2019
Q4 		$38K Buy
+1,086
New +$35.6K 0.01% 523

Other funds holding IXN

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Institute for Wealth Management's IXN Position: Q1 2020 in Review

Institute for Wealth Management sold out of iShares Global Tech ETF (IXN) in Q1 2020, closing a stake of 1,086 shares — an estimated $38K sold.

Institute for Wealth Management first reported a position in IXN in Q4 2019 and held it in 1 quarter. The position peaked at $38K in Q4 2019. 293 funds tracked by Wall St. Rank hold IXN as of Q1 2020.

  • Institute for Wealth Management reported no remaining iShares Global Tech ETF position as of Q1 2020 after selling out during the quarter.
  • Institute for Wealth Management sold 1,086 iShares Global Tech ETF shares in Q1 2020, an estimated $38K.
  • Institute for Wealth Management first reported a position in iShares Global Tech ETF in Q4 2019 and held it in 1 quarter.
  • Institute for Wealth Management's iShares Global Tech ETF position peaked at $38K in Q4 2019.
  • 293 funds tracked by Wall St. Rank held iShares Global Tech ETF as of Q1 2020.

Based on Institute for Wealth Management's 13F filing for Q1 2020, filed 29 Apr 2020.