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Institutional & Family Asset Management’s iShares Global Tech ETF IXN Stock Holding History

Institutional & Family Asset 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
2022
Q2 		– Sell
-245
Closed -$14K – 755
2022
Q1 		$14K Buy
245
+105
+75% +$6.06K ﹤0.01% 402
2021
Q4 		$9K Hold
140
– – ﹤0.01% 459
2021
Q3 		$8K Buy
+140
New +$8.2K ﹤0.01% 583

Other funds holding IXN

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Institutional & Family Asset Management's IXN Position: Q2 2022 in Review

Institutional & Family Asset Management sold out of iShares Global Tech ETF (IXN) in Q2 2022, closing a stake of 245 shares — an estimated $14K sold.

Institutional & Family Asset Management first reported a position in IXN in Q3 2021 and held it in 3 quarters. The position peaked at $14K in Q1 2022. 395 funds tracked by Wall St. Rank hold IXN as of Q2 2022.

  • Institutional & Family Asset Management reported no remaining iShares Global Tech ETF position as of Q2 2022 after selling out during the quarter.
  • Institutional & Family Asset Management sold 245 iShares Global Tech ETF shares in Q2 2022, an estimated $14K.
  • Institutional & Family Asset Management first reported a position in iShares Global Tech ETF in Q3 2021 and held it in 3 quarters.
  • Institutional & Family Asset Management's iShares Global Tech ETF position peaked at $14K in Q1 2022.
  • 395 funds tracked by Wall St. Rank held iShares Global Tech ETF as of Q2 2022.

Based on Institutional & Family Asset Management's 13F filing for Q2 2022, filed 8 Aug 2022.