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Palladiem’s iShares Global Tech ETF IXN Stock Holding History

Palladiem’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
Q3 		$2.26M Buy
+39,075
New +$2.38M 2.44% 18

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

Palladiem's IXN Position: Q3 2023 in Review

Palladiem opened a new position in iShares Global Tech ETF (IXN) in Q3 2023: 39,075 shares worth $2.26M. The stake represents 2.44% of the portfolio and ranks #18 among its holdings.

376 funds tracked by Wall St. Rank hold IXN as of Q3 2023.

  • Palladiem held 39,075 shares of iShares Global Tech ETF worth $2.26M as of Q3 2023.
  • iShares Global Tech ETF was a new Palladiem position in Q3 2023.
  • iShares Global Tech ETF made up 2.44% of Palladiem's portfolio in Q3 2023, its #18 holding.
  • 376 funds tracked by Wall St. Rank held iShares Global Tech ETF as of Q3 2023.

Based on Palladiem's 13F filing for Q3 2023, filed 8 Dec 2023.