Joseph P. Lucia & Associates’s iShares Global Tech ETF IXN Stock Holding History

Joseph P. Lucia & Associates’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	-180	Closed	-$10K	–	468
2022 Q1	$10K	Buy	+180	New	+$10.4K	0.01%	321
2021 Q4	–	Sell	-180	Closed	-$10K	–	342
2021 Q3	$10K	Hold	180	–	–	0.01%	376
2021 Q2	$10K	Hold	180	–	–	0.01%	385
2021 Q1	$9K	Hold	180	–	–	﹤0.01%	371
2020 Q4	$9K	Buy	+180	New	+$8.32K	0.01%	346
2020 Q3	–	Sell	-180	Closed	-$7K	–	272
2020 Q2	$7K	Hold	180	–	–	0.01%	348
2020 Q1	$5K	Hold	180	–	–	0.01%	343
2019 Q4	$6K	Sell	180 -60	-25%	-$1.97K	0.01%	350
2019 Q3	$7K	Sell	240 -90	-27%	-$2.74K	0.01%	343
2019 Q2	$10K	Hold	330	–	–	0.01%	303
2019 Q1	$9.7K	Buy	+330	New	+$8.74K	0.02%	225

Other funds holding IXN

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

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

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

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

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

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Joseph P. Lucia & Associates's IXN Position: Q2 2022 in Review

Joseph P. Lucia & Associates sold out of iShares Global Tech ETF (IXN) in Q2 2022, closing a stake of 180 shares — an estimated $10K sold.

Joseph P. Lucia & Associates first reported a position in IXN in Q1 2019 and held it in 11 quarters. The position peaked at $10K in Q1 2022. 395 funds tracked by Wall St. Rank hold IXN as of Q2 2022.

Joseph P. Lucia & Associates reported no remaining iShares Global Tech ETF position as of Q2 2022 after selling out during the quarter.
Joseph P. Lucia & Associates sold 180 iShares Global Tech ETF shares in Q2 2022, an estimated $10K.
Joseph P. Lucia & Associates first reported a position in iShares Global Tech ETF in Q1 2019 and held it in 11 quarters.
Joseph P. Lucia & Associates's iShares Global Tech ETF position peaked at $10K in Q1 2022.
395 funds tracked by Wall St. Rank held iShares Global Tech ETF as of Q2 2022.

Based on Joseph P. Lucia & Associates's 13F filing for Q2 2022, filed 26 Jul 2022.