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

ORG 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
2025 Q1	–	Sell	-445	Closed	-$37.8K	–	1502
2024 Q4	$37.8K	Buy	445 +1	+0.2%	+$84	0.01%	619
2024 Q3	$36.7K	Sell	444 -266	-37%	-$21.5K	0.01%	575
2024 Q2	$59.5K	Buy	+710	New	+$54.1K	0.01%	746
2024 Q1	–	Sell	-710	Closed	-$48.6K	–	812
2023 Q4	$48.6K	Buy	+710	New	+$44.7K	0.01%	521
2023 Q3	–	Sell	-778	Closed	-$47.3K	–	1330
2023 Q2	$48.6K	Buy	+778	New	+$44.1K	0.01%	670

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

PCH

PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

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

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

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

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

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

ORG Partners's IXN Position: Q1 2025 in Review

ORG Partners sold out of iShares Global Tech ETF (IXN) in Q1 2025, closing a stake of 445 shares — an estimated $37.8K sold.

ORG Partners first reported a position in IXN in Q2 2023 and held it in 5 quarters. The position peaked at $59.5K in Q2 2024. 444 funds tracked by Wall St. Rank hold IXN as of Q1 2025.

ORG Partners reported no remaining iShares Global Tech ETF position as of Q1 2025 after selling out during the quarter.
ORG Partners sold 445 iShares Global Tech ETF shares in Q1 2025, an estimated $37.8K.
ORG Partners first reported a position in iShares Global Tech ETF in Q2 2023 and held it in 5 quarters.
ORG Partners's iShares Global Tech ETF position peaked at $59.5K in Q2 2024.
444 funds tracked by Wall St. Rank held iShares Global Tech ETF as of Q1 2025.

Based on ORG Partners's 13F filing for Q1 2025, filed 21 Apr 2025.