Rise Advisors’s iShares Global Tech ETF IXN Stock Holding History

Rise 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
2024 Q2	–	Sell	-243	Closed	-$18.2K	–	1250
2024 Q1	$18.2K	Hold	243	–	–	0.01%	709
2023 Q4	$16.6K	Buy	243 +1	+0.4%	+$63	0.01%	263
2023 Q3	$14K	Hold	242	–	–	0.01%	278
2023 Q2	$15.1K	Buy	242 +1	+0.4%	+$57	0.01%	279
2023 Q1	$13.1K	Hold	241	–	–	0.01%	318
2022 Q4	$10.8K	Buy	241 +1	+0.4%	+$46	0.01%	341
2022 Q3	$10K	Hold	240	–	–	0.01%	336
2022 Q2	$11K	Buy	240 +1	+0.4%	+$51	0.01%	329
2022 Q1	$14K	Sell	239 -100	-29%	-$5.77K	0.01%	292
2021 Q4	$21.9K	Buy	+339	New	+$20.8K	0.02%	236

Other funds holding IXN

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Portfolio Strategies Monsey, New York $1.02B AUM 45.95% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Rise Advisors's IXN Position: Q2 2024 in Review

Rise Advisors sold out of iShares Global Tech ETF (IXN) in Q2 2024, closing a stake of 243 shares — an estimated $18.2K sold.

Rise Advisors first reported a position in IXN in Q4 2021 and held it in 10 quarters. The position peaked at $21.9K in Q4 2021. 430 funds tracked by Wall St. Rank hold IXN as of Q2 2024.

Rise Advisors reported no remaining iShares Global Tech ETF position as of Q2 2024 after selling out during the quarter.
Rise Advisors sold 243 iShares Global Tech ETF shares in Q2 2024, an estimated $18.2K.
Rise Advisors first reported a position in iShares Global Tech ETF in Q4 2021 and held it in 10 quarters.
Rise Advisors's iShares Global Tech ETF position peaked at $21.9K in Q4 2021.
430 funds tracked by Wall St. Rank held iShares Global Tech ETF as of Q2 2024.

Based on Rise Advisors's 13F filing for Q2 2024, filed 9 Jul 2024.