RW
IXN icon

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 $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
PF
Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 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