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REDW Wealth’s iShares Global Tech ETF IXN Stock Holding History

REDW Wealth’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
-4,170
Closed -$344K – 138
2024
Q3 		$344K Hold
4,170
– – 0.09% 117
2024
Q2 		$345K Hold
4,170
– – 0.09% 115
2024
Q1 		$312K Hold
4,170
– – 0.08% 116
2023
Q4 		$284K Hold
4,170
– – 0.08% 115
2023
Q3 		$241K Hold
4,170
– – 0.07% 123
2023
Q2 		$259K Hold
4,170
– – 0.08% 123
2023
Q1 		$227K Buy
+4,170
New +$208K 0.07% 129
2022
Q1 		– Sell
-3,300
Closed -$212K – 124
2021
Q4 		$212K Buy
+3,300
New +$203K 0.06% 114

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

REDW Wealth's IXN Position: Q4 2024 in Review

REDW Wealth sold out of iShares Global Tech ETF (IXN) in Q4 2024, closing a stake of 4,170 shares — an estimated $344K sold.

REDW Wealth first reported a position in IXN in Q4 2021 and held it in 8 quarters. The position peaked at $345K in Q2 2024. 459 funds tracked by Wall St. Rank hold IXN as of Q4 2024.

  • REDW Wealth reported no remaining iShares Global Tech ETF position as of Q4 2024 after selling out during the quarter.
  • REDW Wealth sold 4,170 iShares Global Tech ETF shares in Q4 2024, an estimated $344K.
  • REDW Wealth first reported a position in iShares Global Tech ETF in Q4 2021 and held it in 8 quarters.
  • REDW Wealth's iShares Global Tech ETF position peaked at $345K in Q2 2024.
  • 459 funds tracked by Wall St. Rank held iShares Global Tech ETF as of Q4 2024.

Based on REDW Wealth's 13F filing for Q4 2024, filed 7 Feb 2025.