Lindbrook Capital’s iShares Global Tech ETF IXN Stock Holding History

Lindbrook Capital’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	-1,983	Closed	-$123K	–	2754
2023 Q2	$123K	Hold	1,983	–	–	0.01%	434
2023 Q1	$108K	Hold	1,983	–	–	0.01%	468
2022 Q4	$88.9K	Hold	1,983	–	–	0.01%	519
2022 Q3	$84K	Hold	1,983	–	–	0.01%	492
2022 Q2	$91K	Hold	1,983	–	–	0.02%	463
2022 Q1	$115K	Hold	1,983	–	–	0.02%	422
2021 Q4	$128K	Buy	+1,983	New	+$122K	0.02%	427

Other funds holding IXN

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Portfolio Strategies Monsey, New York $811M AUM 28.91% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Lindbrook Capital's IXN Position: Q3 2023 in Review

Lindbrook Capital sold out of iShares Global Tech ETF (IXN) in Q3 2023, closing a stake of 1,983 shares — an estimated $123K sold.

Lindbrook Capital first reported a position in IXN in Q4 2021 and held it in 7 quarters. The position peaked at $128K in Q4 2021. 376 funds tracked by Wall St. Rank hold IXN as of Q3 2023.

Lindbrook Capital reported no remaining iShares Global Tech ETF position as of Q3 2023 after selling out during the quarter.
Lindbrook Capital sold 1,983 iShares Global Tech ETF shares in Q3 2023, an estimated $123K.
Lindbrook Capital first reported a position in iShares Global Tech ETF in Q4 2021 and held it in 7 quarters.
Lindbrook Capital's iShares Global Tech ETF position peaked at $128K in Q4 2021.
376 funds tracked by Wall St. Rank held iShares Global Tech ETF as of Q3 2023.

Based on Lindbrook Capital's 13F filing for Q3 2023, filed 25 Oct 2023.