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Plan Group Financial’s iShares Global Tech ETF IXN Stock Holding History

Plan Group Financial’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
-12,510
Closed -$1.06M – 152
2024
Q4 		$1.06M Sell
12,510
-192
-2% -$16.1K 0.56% 40
2024
Q3 		$1.05M Buy
+12,702
New +$1.03M 0.55% 39
2024
Q2 		– Sell
-10,142
Closed -$759K – 103
2024
Q1 		$759K Buy
+10,142
New +$728K 0.5% 40

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
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PS
Portfolio Strategies Monsey, New York $811M AUM 28.91% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Plan Group Financial's IXN Position: Q1 2025 in Review

Plan Group Financial sold out of iShares Global Tech ETF (IXN) in Q1 2025, closing a stake of 12,510 shares — an estimated $1.06M sold.

Plan Group Financial first reported a position in IXN in Q1 2024 and held it in 3 quarters. The position peaked at $1.06M in Q4 2024. 443 funds tracked by Wall St. Rank hold IXN as of Q1 2025.

  • Plan Group Financial reported no remaining iShares Global Tech ETF position as of Q1 2025 after selling out during the quarter.
  • Plan Group Financial sold 12,510 iShares Global Tech ETF shares in Q1 2025, an estimated $1.06M.
  • Plan Group Financial first reported a position in iShares Global Tech ETF in Q1 2024 and held it in 3 quarters.
  • Plan Group Financial's iShares Global Tech ETF position peaked at $1.06M in Q4 2024.
  • 443 funds tracked by Wall St. Rank held iShares Global Tech ETF as of Q1 2025.

Based on Plan Group Financial's 13F filing for Q1 2025, filed 9 May 2025.