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Oliver Lagore Vanvalin Investment Group’s iShares Global Tech ETF IXN Stock Holding History

Oliver Lagore Vanvalin Investment Group’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
Q2 		– Sell
-10
Closed -$522 – 816
2023
Q1 		$522 Sell
10
-15
-60% -$747 ﹤0.01% 645
2022
Q4 		$1.11K Sell
25
-219
-90% -$9.99K ﹤0.01% 591
2022
Q3 		$10K Sell
244
-6
-2% -$292 0.01% 338
2022
Q2 		$11K Sell
250
-3,568
-93% -$180K 0.01% 330
2022
Q1 		$215K Buy
+3,818
New +$220K 0.14% 91

Other funds holding IXN

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PS
Portfolio Strategies Monsey, New York $811M AUM 28.91% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Oliver Lagore Vanvalin Investment Group's IXN Position: Q2 2023 in Review

Oliver Lagore Vanvalin Investment Group sold out of iShares Global Tech ETF (IXN) in Q2 2023, closing a stake of 10 shares — an estimated $522 sold.

Oliver Lagore Vanvalin Investment Group first reported a position in IXN in Q1 2022 and held it in 5 quarters. The position peaked at $215K in Q1 2022. 389 funds tracked by Wall St. Rank hold IXN as of Q2 2023.

  • Oliver Lagore Vanvalin Investment Group reported no remaining iShares Global Tech ETF position as of Q2 2023 after selling out during the quarter.
  • Oliver Lagore Vanvalin Investment Group sold 10 iShares Global Tech ETF shares in Q2 2023, an estimated $522.
  • Oliver Lagore Vanvalin Investment Group first reported a position in iShares Global Tech ETF in Q1 2022 and held it in 5 quarters.
  • Oliver Lagore Vanvalin Investment Group's iShares Global Tech ETF position peaked at $215K in Q1 2022.
  • 389 funds tracked by Wall St. Rank held iShares Global Tech ETF as of Q2 2023.

Based on Oliver Lagore Vanvalin Investment Group's 13F filing for Q2 2023, filed 8 Aug 2023.