IF
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Integrity Financial’s iShares Global Tech ETF IXN Stock Holding History

Integrity Financial’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
Q3 		– Sell
-68
Closed -$5.63K – 226
2024
Q2 		$5.63K Hold
68
– – ﹤0.01% 192
2024
Q1 		$5.09K Hold
68
– – ﹤0.01% 186
2023
Q4 		$4.64K Hold
68
– – ﹤0.01% 175
2023
Q3 		$3.93K Hold
68
– – ﹤0.01% 194
2023
Q2 		$4.23K Hold
68
– – ﹤0.01% 177
2023
Q1 		$3.7K Hold
68
– – ﹤0.01% 186
2022
Q4 		$3.05K Sell
68
-256
-79% -$11.7K ﹤0.01% 184
2022
Q3 		$14K Hold
324
– – 0.01% 153
2022
Q2 		$15K Buy
324
+207
+177% +$10.5K 0.01% 153
2022
Q1 		$7K Buy
117
+25
+27% +$1.44K 0.01% 171
2021
Q4 		$6K Buy
+92
New +$5.65K ﹤0.01% 179

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
PF
Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Integrity Financial's IXN Position: Q3 2024 in Review

Integrity Financial sold out of iShares Global Tech ETF (IXN) in Q3 2024, closing a stake of 68 shares — an estimated $5.63K sold.

Integrity Financial first reported a position in IXN in Q4 2021 and held it in 11 quarters. The position peaked at $15K in Q2 2022. 442 funds tracked by Wall St. Rank hold IXN as of Q3 2024.

  • Integrity Financial reported no remaining iShares Global Tech ETF position as of Q3 2024 after selling out during the quarter.
  • Integrity Financial sold 68 iShares Global Tech ETF shares in Q3 2024, an estimated $5.63K.
  • Integrity Financial first reported a position in iShares Global Tech ETF in Q4 2021 and held it in 11 quarters.
  • Integrity Financial's iShares Global Tech ETF position peaked at $15K in Q2 2022.
  • 442 funds tracked by Wall St. Rank held iShares Global Tech ETF as of Q3 2024.

Based on Integrity Financial's 13F filing for Q3 2024, filed 21 Oct 2024.