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LVW Advisors’s iShares Global Tech ETF IXN Stock Holding History

LVW Advisors’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
2021
Q2 		– Sell
-14,412
Closed -$739K – 228
2021
Q1 		$739K Sell
14,412
-4,998
-26% -$256K 0.14% 108
2020
Q4 		$971K Buy
19,410
+60
+0.3% +$2.77K 0.19% 75
2020
Q3 		$850K Hold
19,350
– – 0.19% 77
2020
Q2 		$760K Buy
+19,350
New +$685K 0.18% 77

Other funds holding IXN

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

LVW Advisors's IXN Position: Q2 2021 in Review

LVW Advisors sold out of iShares Global Tech ETF (IXN) in Q2 2021, closing a stake of 14,412 shares — an estimated $739K sold.

LVW Advisors first reported a position in IXN in Q2 2020 and held it in 4 quarters. The position peaked at $971K in Q4 2020. 366 funds tracked by Wall St. Rank hold IXN as of Q2 2021.

  • LVW Advisors reported no remaining iShares Global Tech ETF position as of Q2 2021 after selling out during the quarter.
  • LVW Advisors sold 14,412 iShares Global Tech ETF shares in Q2 2021, an estimated $739K.
  • LVW Advisors first reported a position in iShares Global Tech ETF in Q2 2020 and held it in 4 quarters.
  • LVW Advisors's iShares Global Tech ETF position peaked at $971K in Q4 2020.
  • 366 funds tracked by Wall St. Rank held iShares Global Tech ETF as of Q2 2021.

Based on LVW Advisors's 13F filing for Q2 2021, filed 15 Jul 2021.