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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
2016
Q2 		– Sell
-600
Closed -$10K – 893
2016
Q1 		$10K Hold
600
– – ﹤0.01% 768
2015
Q4 		$10K Buy
+600
New +$9.86K ﹤0.01% 782

Other funds holding IXN

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
CS
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.