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Lee, Danner & Bass’s iShares Global Tech ETF IXN Stock Holding History

Lee, Danner & Bass’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
2025
Q1 		– Sell
-1,862
Closed -$158K – 483
2024
Q4 		$158K Buy
+1,862
New +$156K 0.01% 239

Other funds holding IXN

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PS
Portfolio Strategies Monsey, New York $811M AUM 28.91% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Lee, Danner & Bass's IXN Position: Q1 2025 in Review

Lee, Danner & Bass sold out of iShares Global Tech ETF (IXN) in Q1 2025, closing a stake of 1,862 shares — an estimated $158K sold.

Lee, Danner & Bass first reported a position in IXN in Q4 2024 and held it in 1 quarter. The position peaked at $158K in Q4 2024. 443 funds tracked by Wall St. Rank hold IXN as of Q1 2025.

  • Lee, Danner & Bass reported no remaining iShares Global Tech ETF position as of Q1 2025 after selling out during the quarter.
  • Lee, Danner & Bass sold 1,862 iShares Global Tech ETF shares in Q1 2025, an estimated $158K.
  • Lee, Danner & Bass first reported a position in iShares Global Tech ETF in Q4 2024 and held it in 1 quarter.
  • Lee, Danner & Bass's iShares Global Tech ETF position peaked at $158K in Q4 2024.
  • 443 funds tracked by Wall St. Rank held iShares Global Tech ETF as of Q1 2025.

Based on Lee, Danner & Bass's 13F filing for Q1 2025, filed 29 Apr 2025.