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Realta Investment Advisors’s iShares Global Tech ETF IXN Stock Holding History

Realta Investment 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
2025
Q1 		– Sell
-600
Closed -$51.6K – 343
2024
Q4 		$51.6K Buy
+600
New +$50.4K 0.02% 253
2019
Q3 		– Sell
-150
Closed -$4K – 1705
2019
Q2 		$4K Buy
+150
New +$4.38K ﹤0.01% 1429

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
PCH
PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 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

Realta Investment Advisors's IXN Position: Q1 2025 in Review

Realta Investment Advisors sold out of iShares Global Tech ETF (IXN) in Q1 2025, closing a stake of 600 shares — an estimated $51.6K sold.

Realta Investment Advisors first reported a position in IXN in Q2 2019 and held it in 2 quarters. The position peaked at $51.6K in Q4 2024. 444 funds tracked by Wall St. Rank hold IXN as of Q1 2025.

  • Realta Investment Advisors reported no remaining iShares Global Tech ETF position as of Q1 2025 after selling out during the quarter.
  • Realta Investment Advisors sold 600 iShares Global Tech ETF shares in Q1 2025, an estimated $51.6K.
  • Realta Investment Advisors first reported a position in iShares Global Tech ETF in Q2 2019 and held it in 2 quarters.
  • Realta Investment Advisors's iShares Global Tech ETF position peaked at $51.6K in Q4 2024.
  • 444 funds tracked by Wall St. Rank held iShares Global Tech ETF as of Q1 2025.

Based on Realta Investment Advisors's 13F filing for Q1 2025, filed 1 May 2025.