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Planned Solutions’s iShares Global Tech ETF IXN Stock Holding History

Planned Solutions’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
-401
Closed -$33.1K – 377
2024
Q3 		$33.1K Buy
+401
New +$32.4K 0.01% 348
2024
Q1 		– Sell
-390
Closed -$26.6K – 318
2023
Q4 		$26.6K Buy
+390
New +$24.5K 0.01% 352
2021
Q1 		– Sell
-378
Closed -$19K – 238
2020
Q4 		$19K Hold
378
– – 0.02% 287
2020
Q3 		$17K Buy
+378
New +$16.1K 0.02% 226

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

Planned Solutions's IXN Position: Q4 2024 in Review

Planned Solutions sold out of iShares Global Tech ETF (IXN) in Q4 2024, closing a stake of 401 shares — an estimated $33.1K sold.

Planned Solutions first reported a position in IXN in Q3 2020 and held it in 4 quarters. The position peaked at $33.1K in Q3 2024. 459 funds tracked by Wall St. Rank hold IXN as of Q4 2024.

  • Planned Solutions reported no remaining iShares Global Tech ETF position as of Q4 2024 after selling out during the quarter.
  • Planned Solutions sold 401 iShares Global Tech ETF shares in Q4 2024, an estimated $33.1K.
  • Planned Solutions first reported a position in iShares Global Tech ETF in Q3 2020 and held it in 4 quarters.
  • Planned Solutions's iShares Global Tech ETF position peaked at $33.1K in Q3 2024.
  • 459 funds tracked by Wall St. Rank held iShares Global Tech ETF as of Q4 2024.

Based on Planned Solutions's 13F filing for Q4 2024, filed 17 Jan 2025.