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Little House Capital’s iShares Global Tech ETF IXN Stock Holding History

Little House 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
2020
Q1 		– Sell
-6,630
Closed -$232K – 96
2019
Q4 		$232K Sell
6,630
-16,212
-71% -$532K 0.2% 88
2019
Q3 		$704K Hold
22,842
– – 0.53% 64
2019
Q2 		$712K Hold
22,842
– – 0.48% 66
2019
Q1 		$651K Buy
22,842
+240
+1% +$6.36K 0.49% 69
2018
Q4 		$543K Buy
+22,602
New +$591K 0.52% 69

Other funds holding IXN

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Little House Capital's IXN Position: Q1 2020 in Review

Little House Capital sold out of iShares Global Tech ETF (IXN) in Q1 2020, closing a stake of 6,630 shares — an estimated $232K sold.

Little House Capital first reported a position in IXN in Q4 2018 and held it in 5 quarters. The position peaked at $712K in Q2 2019. 292 funds tracked by Wall St. Rank hold IXN as of Q1 2020.

  • Little House Capital reported no remaining iShares Global Tech ETF position as of Q1 2020 after selling out during the quarter.
  • Little House Capital sold 6,630 iShares Global Tech ETF shares in Q1 2020, an estimated $232K.
  • Little House Capital first reported a position in iShares Global Tech ETF in Q4 2018 and held it in 5 quarters.
  • Little House Capital's iShares Global Tech ETF position peaked at $712K in Q2 2019.
  • 292 funds tracked by Wall St. Rank held iShares Global Tech ETF as of Q1 2020.

Based on Little House Capital's 13F filing for Q1 2020, filed 15 May 2020.