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Karn Couzens & Associates’s iShares Global Tech ETF IXN Stock Holding History

Karn Couzens & 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
Q1 		$509K Sell
8,777
-14
-0.2% -$808 0.32% 44
2021
Q4 		$566K Buy
8,791
+241
+3% +$14.8K 0.39% 37
2021
Q3 		$484K Buy
8,550
+420
+5% +$24.6K 0.37% 37
2021
Q2 		$457K Buy
8,130
+138
+2% +$7.43K 0.35% 38
2021
Q1 		$410K Buy
7,992
+522
+7% +$26.7K 0.37% 38
2020
Q4 		$374K Buy
+7,470
New +$345K 0.35% 38

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

Karn Couzens & Associates's IXN Position: Q1 2022 in Review

Karn Couzens & Associates reduced its iShares Global Tech ETF (IXN) stake by 0.16% in Q1 2022, selling an estimated $808 and leaving 8,777 shares worth $509K. The position accounts for 0.32% of the portfolio, ranked #44.

Karn Couzens & Associates first reported a position in IXN in Q4 2020 and has held it in 6 quarters since. The position peaked at $566K in Q4 2021. 447 funds tracked by Wall St. Rank hold IXN as of Q1 2022.

  • Karn Couzens & Associates held 8,777 shares of iShares Global Tech ETF worth $509K as of Q1 2022.
  • Karn Couzens & Associates sold 14 iShares Global Tech ETF shares in Q1 2022, an estimated $808.
  • iShares Global Tech ETF made up 0.32% of Karn Couzens & Associates's portfolio in Q1 2022, its #44 holding.
  • Karn Couzens & Associates first reported a position in iShares Global Tech ETF in Q4 2020 and has held it in 6 quarters since.
  • Karn Couzens & Associates's iShares Global Tech ETF position peaked at $566K in Q4 2021.
  • 447 funds tracked by Wall St. Rank held iShares Global Tech ETF as of Q1 2022.

Based on Karn Couzens & Associates's 13F filing for Q1 2022, filed 19 Apr 2022.