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Professional Financial Advisors’s iShares Global Tech ETF IXN Stock Holding History

Professional Financial Advisors’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
2021
Q1 		– Sell
-12
Closed -$1K – 382
2020
Q4 		$1K Sell
12
-114
-90% -$5.27K ﹤0.01% 344
2020
Q3 		$5K Buy
+126
New +$5.36K ﹤0.01% 272

Other funds holding IXN

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Professional Financial Advisors's IXN Position: Q1 2021 in Review

Professional Financial Advisors sold out of iShares Global Tech ETF (IXN) in Q1 2021, closing a stake of 12 shares — an estimated $1K sold.

Professional Financial Advisors first reported a position in IXN in Q3 2020 and held it in 2 quarters. The position peaked at $5K in Q3 2020. 367 funds tracked by Wall St. Rank hold IXN as of Q1 2021.

  • Professional Financial Advisors reported no remaining iShares Global Tech ETF position as of Q1 2021 after selling out during the quarter.
  • Professional Financial Advisors sold 12 iShares Global Tech ETF shares in Q1 2021, an estimated $1K.
  • Professional Financial Advisors first reported a position in iShares Global Tech ETF in Q3 2020 and held it in 2 quarters.
  • Professional Financial Advisors's iShares Global Tech ETF position peaked at $5K in Q3 2020.
  • 367 funds tracked by Wall St. Rank held iShares Global Tech ETF as of Q1 2021.

Based on Professional Financial Advisors's 13F filing for Q1 2021, filed 5 May 2021.