Janiczek Wealth Management’s iShares Global Tech ETF IXN Stock Holding History

Janiczek 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
2024 Q2	$74.9K	Hold	905	–	–	0.02%	341
2024 Q1	$67.7K	Hold	905	–	–	0.01%	364
2023 Q4	$61.7K	Hold	905	–	–	0.01%	358
2023 Q3	$52.3K	Hold	905	–	–	0.01%	356
2023 Q2	$56.3K	Hold	905	–	–	0.02%	303
2023 Q1	$48.4K	Hold	905	–	–	0.01%	322
2022 Q4	$42.9K	Hold	905	–	–	0.01%	341
2022 Q3	$38K	Hold	905	–	–	0.01%	349
2022 Q2	$47K	Hold	905	–	–	0.01%	318
2022 Q1	$52K	Hold	905	–	–	0.01%	295
2021 Q4	$58K	Hold	905	–	–	0.02%	283
2021 Q3	$51K	Sell	905 -1	-0.1%	-$59	0.02%	281
2021 Q2	$51K	Hold	906	–	–	0.02%	245
2021 Q1	$46K	Hold	906	–	–	0.02%	250
2020 Q4	$45K	Hold	906	–	–	0.02%	220
2020 Q3	$40K	Hold	906	–	–	0.02%	109
2020 Q2	$36K	Buy	+906	New	+$32.1K	0.02%	97

Other funds holding IXN

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Portfolio Strategies Monsey, New York $1.02B AUM 45.95% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Janiczek Wealth Management's IXN Position: Q2 2024 in Review

Janiczek Wealth Management held its iShares Global Tech ETF (IXN) position steady in Q2 2024 at 905 shares worth $74.9K. The position accounts for 0.02% of the portfolio, ranked #341.

Janiczek Wealth Management first reported a position in IXN in Q2 2020 and has held it in 17 quarters since. 430 funds tracked by Wall St. Rank hold IXN as of Q2 2024.

Janiczek Wealth Management held 905 shares of iShares Global Tech ETF worth $74.9K as of Q2 2024.
Janiczek Wealth Management left its iShares Global Tech ETF share count unchanged in Q2 2024.
iShares Global Tech ETF made up 0.02% of Janiczek Wealth Management's portfolio in Q2 2024, its #341 holding.
Janiczek Wealth Management first reported a position in iShares Global Tech ETF in Q2 2020 and has held it in 17 quarters since.
430 funds tracked by Wall St. Rank held iShares Global Tech ETF as of Q2 2024.

Based on Janiczek Wealth Management's 13F filing for Q2 2024, filed 25 Jul 2024.