IAG
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Investmark Advisory Group’s iShares Global Tech ETF IXN Stock Holding History

Investmark Advisory Group’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
Q1 		– Sell
-1,800
Closed -$115K – 238
2021
Q4 		$115K Buy
+1,800
New +$111K 0.11% 110

Other funds holding IXN

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Investmark Advisory Group's IXN Position: Q1 2022 in Review

Investmark Advisory Group sold out of iShares Global Tech ETF (IXN) in Q1 2022, closing a stake of 1,800 shares — an estimated $115K sold.

Investmark Advisory Group first reported a position in IXN in Q4 2021 and held it in 1 quarter. The position peaked at $115K in Q4 2021. 447 funds tracked by Wall St. Rank hold IXN as of Q1 2022.

  • Investmark Advisory Group reported no remaining iShares Global Tech ETF position as of Q1 2022 after selling out during the quarter.
  • Investmark Advisory Group sold 1,800 iShares Global Tech ETF shares in Q1 2022, an estimated $115K.
  • Investmark Advisory Group first reported a position in iShares Global Tech ETF in Q4 2021 and held it in 1 quarter.
  • Investmark Advisory Group's iShares Global Tech ETF position peaked at $115K in Q4 2021.
  • 447 funds tracked by Wall St. Rank held iShares Global Tech ETF as of Q1 2022.

Based on Investmark Advisory Group's 13F filing for Q1 2022, filed 3 May 2022.