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

Liberty 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
2023
Q3 		– Sell
-4,361
Closed -$271K – 186
2023
Q2 		$271K Sell
4,361
-365
-8% -$20.7K 0.07% 147
2023
Q1 		$257K Buy
+4,726
New +$235K 0.05% 191
2022
Q3 		$513K Sell
12,163
-516
-4% -$25.1K 0.14% 81
2022
Q2 		$579K Sell
12,679
-22,460
-64% -$1.13M 0.23% 75
2022
Q1 		$2.04M Buy
+35,139
New +$2.03M 0.74% 33
2021
Q4 		– Sell
-52,413
Closed -$3.22M – 42
2021
Q3 		$2.97M Buy
52,413
+24,831
+90% +$1.45M 1.06% 21
2021
Q2 		$1.55M Sell
27,582
-19,704
-42% -$1.06M 0.6% 30
2021
Q1 		$2.42M Hold
47,286
– – 1.18% 19
2020
Q4 		$2.42M Sell
47,286
-11,220
-19% -$519K 1.19% 19
2020
Q3 		$2.57M Buy
58,506
+6,228
+12% +$265K 1.52% 16
2020
Q2 		$2.05M Buy
52,278
+5,352
+11% +$189K 1.44% 17
2020
Q1 		$1.43M Buy
46,926
+4,458
+10% +$154K 1.25% 18
2019
Q4 		$1.49M Buy
42,468
+16,446
+63% +$540K 1.17% 17
2019
Q3 		$802K Buy
26,022
+5,622
+28% +$171K 0.76% 25
2019
Q2 		$611K Sell
20,400
-3,852
-16% -$113K 0.54% 43
2019
Q1 		$691K Buy
24,252
+4,962
+26% +$131K 0.52% 23
2018
Q4 		$463K Buy
+19,290
New +$504K 0.35% 42

Other funds holding IXN

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PS
Portfolio Strategies Monsey, New York $1.02B AUM 45.95% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Liberty Wealth Management's IXN Position: Q3 2023 in Review

Liberty Wealth Management sold out of iShares Global Tech ETF (IXN) in Q3 2023, closing a stake of 4,361 shares — an estimated $271K sold.

Liberty Wealth Management first reported a position in IXN in Q4 2018 and held it in 17 quarters. The position peaked at $2.97M in Q3 2021. 375 funds tracked by Wall St. Rank hold IXN as of Q3 2023.

  • Liberty Wealth Management reported no remaining iShares Global Tech ETF position as of Q3 2023 after selling out during the quarter.
  • Liberty Wealth Management sold 4,361 iShares Global Tech ETF shares in Q3 2023, an estimated $271K.
  • Liberty Wealth Management first reported a position in iShares Global Tech ETF in Q4 2018 and held it in 17 quarters.
  • Liberty Wealth Management's iShares Global Tech ETF position peaked at $2.97M in Q3 2021.
  • 375 funds tracked by Wall St. Rank held iShares Global Tech ETF as of Q3 2023.

Based on Liberty Wealth Management's 13F filing for Q3 2023, filed 13 Nov 2023.