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

Reilly 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 Q4	$41K	Hold	636	–	–	﹤0.01%	436
2021 Q3	$36K	Hold	636	–	–	﹤0.01%	426
2021 Q2	$36K	Buy	636 +36	+6%	+$1.94K	﹤0.01%	428
2021 Q1	$31K	Hold	600	–	–	﹤0.01%	445
2020 Q4	$30K	Hold	600	–	–	﹤0.01%	411
2020 Q3	$26K	Hold	600	–	–	﹤0.01%	406
2020 Q2	$24K	Hold	600	–	–	﹤0.01%	417
2020 Q1	$18K	Hold	600	–	–	﹤0.01%	448
2019 Q4	$21K	Hold	600	–	–	﹤0.01%	491
2019 Q3	$18K	Hold	600	–	–	﹤0.01%	535
2019 Q2	$18K	Hold	600	–	–	﹤0.01%	559
2019 Q1	$17K	Hold	600	–	–	﹤0.01%	566
2018 Q4	$14K	Hold	600	–	–	﹤0.01%	573
2018 Q3	$18K	Hold	600	–	–	﹤0.01%	576
2018 Q2	$16K	Hold	600	–	–	﹤0.01%	565
2018 Q1	$16K	Hold	600	–	–	﹤0.01%	554
2017 Q4	$15K	Hold	600	–	–	﹤0.01%	566
2017 Q3	$14K	Hold	600	–	–	﹤0.01%	568
2017 Q2	$13K	Hold	600	–	–	﹤0.01%	592
2017 Q1	$12K	Hold	600	–	–	﹤0.01%	577
2016 Q4	$11K	Hold	600	–	–	﹤0.01%	543
2016 Q3	$11K	Hold	600	–	–	﹤0.01%	515
2016 Q2	$10K	Buy	+600	New	+$9.77K	﹤0.01%	504
2015 Q4	–	Sell	-600	Closed	-$9.86K	–	1295
2015 Q3	$9K	Hold	600	–	–	﹤0.01%	812
2015 Q2	$10K	Hold	600	–	–	﹤0.01%	864
2015 Q1	$10K	Hold	600	–	–	﹤0.01%	849
2014 Q4	$9K	Hold	600	–	–	﹤0.01%	532
2014 Q3	$9K	Hold	600	–	–	﹤0.01%	541
2014 Q2	$9K	Hold	600	–	–	﹤0.01%	571
2014 Q1	$8K	Hold	600	–	–	﹤0.01%	590
2013 Q4	$8K	Hold	600	–	–	﹤0.01%	574
2013 Q3	$8K	Hold	600	–	–	﹤0.01%	512
2013 Q2	$7K	Buy	+600	New	+$7.12K	﹤0.01%	549

Other funds holding IXN

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Reilly Financial Advisors's IXN Position: Q4 2021 in Review

Reilly Financial Advisors held its iShares Global Tech ETF (IXN) position steady in Q4 2021 at 636 shares worth $41K. The position accounts for ﹤0.01% of the portfolio, ranked #436.

Reilly Financial Advisors first reported a position in IXN in Q2 2013 and has held it in 33 quarters since. 457 funds tracked by Wall St. Rank hold IXN as of Q4 2021.

Reilly Financial Advisors held 636 shares of iShares Global Tech ETF worth $41K as of Q4 2021.
Reilly Financial Advisors left its iShares Global Tech ETF share count unchanged in Q4 2021.
iShares Global Tech ETF made up ﹤0.01% of Reilly Financial Advisors's portfolio in Q4 2021, its #436 holding.
Reilly Financial Advisors first reported a position in iShares Global Tech ETF in Q2 2013 and has held it in 33 quarters since.
457 funds tracked by Wall St. Rank held iShares Global Tech ETF as of Q4 2021.

Based on Reilly Financial Advisors's 13F filing for Q4 2021, filed 25 Jan 2022.