Meitav Investment House’s iShares Global Tech ETF IXN Stock Holding History

Meitav Investment House’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
2024 Q1	–	Sell	-9,942	Closed	-$678K	–	292
2023 Q4	$678K	Hold	9,942	–	–	0.01%	231
2023 Q3	$575K	Hold	9,942	–	–	0.01%	241
2023 Q2	$618K	Hold	9,942	–	–	0.01%	263
2023 Q1	$542K	Hold	9,942	–	–	0.01%	282
2022 Q4	$446K	Sell	9,942 -100	-1%	-$4.56K	0.01%	301
2022 Q3	$424K	Hold	10,042	–	–	0.01%	300
2022 Q2	$459K	Hold	10,042	–	–	0.01%	280
2022 Q1	$582K	Sell	10,042 -546	-5%	-$31.5K	0.01%	305
2021 Q4	$682K	Sell	10,588 -50	-0.5%	-$3.07K	0.01%	288
2021 Q3	$603K	Hold	10,638	–	–	0.01%	296
2021 Q2	$598K	Sell	10,638 -540	-5%	-$29.1K	0.02%	292
2021 Q1	$573K	Hold	11,178	–	–	0.02%	254
2020 Q4	$559K	Buy	11,178 +444	+4%	+$20.5K	0.02%	263
2020 Q3	$472K	Buy	+10,734	New	+$457K	0.02%	262

Other funds holding IXN

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Portfolio Strategies Monsey, New York $1.02B AUM 45.95% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return

Meitav Investment House's IXN Position: Q1 2024 in Review

Meitav Investment House sold out of iShares Global Tech ETF (IXN) in Q1 2024, closing a stake of 9,942 shares — an estimated $678K sold.

Meitav Investment House first reported a position in IXN in Q3 2020 and held it in 14 quarters. The position peaked at $682K in Q4 2021. 427 funds tracked by Wall St. Rank hold IXN as of Q1 2024.

Meitav Investment House reported no remaining iShares Global Tech ETF position as of Q1 2024 after selling out during the quarter.
Meitav Investment House sold 9,942 iShares Global Tech ETF shares in Q1 2024, an estimated $678K.
Meitav Investment House first reported a position in iShares Global Tech ETF in Q3 2020 and held it in 14 quarters.
Meitav Investment House's iShares Global Tech ETF position peaked at $682K in Q4 2021.
427 funds tracked by Wall St. Rank held iShares Global Tech ETF as of Q1 2024.

Based on Meitav Investment House's 13F filing for Q1 2024, filed 1 May 2024.