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NorthRock Partners’s iShares Global Tech ETF IXN Stock Holding History

NorthRock Partners’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
Q4 		– Sell
-36
Closed -$2.97K – 828
2024
Q3 		$2.97K Hold
36
– – ﹤0.01% 797
2024
Q2 		$2.98K Hold
36
– – ﹤0.01% 779
2024
Q1 		$2.69K Hold
36
– – ﹤0.01% 779
2023
Q4 		$2.45K Buy
+36
New +$2.26K ﹤0.01% 725

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
PF
Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
PS
Portfolio Strategies Monsey, New York $1.02B AUM 45.95% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

NorthRock Partners's IXN Position: Q4 2024 in Review

NorthRock Partners sold out of iShares Global Tech ETF (IXN) in Q4 2024, closing a stake of 36 shares — an estimated $2.97K sold.

NorthRock Partners first reported a position in IXN in Q4 2023 and held it in 4 quarters. The position peaked at $2.98K in Q2 2024. 459 funds tracked by Wall St. Rank hold IXN as of Q4 2024.

  • NorthRock Partners reported no remaining iShares Global Tech ETF position as of Q4 2024 after selling out during the quarter.
  • NorthRock Partners sold 36 iShares Global Tech ETF shares in Q4 2024, an estimated $2.97K.
  • NorthRock Partners first reported a position in iShares Global Tech ETF in Q4 2023 and held it in 4 quarters.
  • NorthRock Partners's iShares Global Tech ETF position peaked at $2.98K in Q2 2024.
  • 459 funds tracked by Wall St. Rank held iShares Global Tech ETF as of Q4 2024.

Based on NorthRock Partners's 13F filing for Q4 2024, filed 14 Feb 2025.