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Lantz Financial’s iShares Global Tech ETF IXN Stock Holding History

Lantz 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
2022
Q2 		– Sell
-10,140
Closed -$588K – 182
2022
Q1 		$588K Sell
10,140
-1,453
-13% -$83.9K 0.24% 97
2021
Q4 		$746K Sell
11,593
-690
-6% -$42.4K 0.34% 73
2021
Q3 		$696K Buy
12,283
+7,285
+146% +$426K 0.36% 74
2021
Q2 		$281K Buy
+4,998
New +$269K 0.14% 126

Other funds holding IXN

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Lantz Financial's IXN Position: Q2 2022 in Review

Lantz Financial sold out of iShares Global Tech ETF (IXN) in Q2 2022, closing a stake of 10,140 shares — an estimated $588K sold.

Lantz Financial first reported a position in IXN in Q2 2021 and held it in 4 quarters. The position peaked at $746K in Q4 2021. 395 funds tracked by Wall St. Rank hold IXN as of Q2 2022.

  • Lantz Financial reported no remaining iShares Global Tech ETF position as of Q2 2022 after selling out during the quarter.
  • Lantz Financial sold 10,140 iShares Global Tech ETF shares in Q2 2022, an estimated $588K.
  • Lantz Financial first reported a position in iShares Global Tech ETF in Q2 2021 and held it in 4 quarters.
  • Lantz Financial's iShares Global Tech ETF position peaked at $746K in Q4 2021.
  • 395 funds tracked by Wall St. Rank held iShares Global Tech ETF as of Q2 2022.

Based on Lantz Financial's 13F filing for Q2 2022, filed 29 Jul 2022.