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Ropes Wealth Advisors’s iShares Global Tech ETF IXN Stock Holding History

Ropes Wealth 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
2023
Q3 		$352K Hold
6,093
– – 0.07% 195
2023
Q2 		$379K Hold
6,093
– – 0.06% 202
2023
Q1 		$331K Buy
6,093
+4
+0.1% +$199 0.06% 210
2022
Q4 		$273K Buy
+6,089
New +$278K 0.05% 230

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PS
Portfolio Strategies Monsey, New York $811M AUM 28.91% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Ropes Wealth Advisors's IXN Position: Q3 2023 in Review

Ropes Wealth Advisors held its iShares Global Tech ETF (IXN) position steady in Q3 2023 at 6,093 shares worth $352K. The position accounts for 0.07% of the portfolio, ranked #195.

Ropes Wealth Advisors first reported a position in IXN in Q4 2022 and has held it in 4 quarters since. The position peaked at $379K in Q2 2023. 376 funds tracked by Wall St. Rank hold IXN as of Q3 2023.

  • Ropes Wealth Advisors held 6,093 shares of iShares Global Tech ETF worth $352K as of Q3 2023.
  • Ropes Wealth Advisors left its iShares Global Tech ETF share count unchanged in Q3 2023.
  • iShares Global Tech ETF made up 0.07% of Ropes Wealth Advisors's portfolio in Q3 2023, its #195 holding.
  • Ropes Wealth Advisors first reported a position in iShares Global Tech ETF in Q4 2022 and has held it in 4 quarters since.
  • Ropes Wealth Advisors's iShares Global Tech ETF position peaked at $379K in Q2 2023.
  • 376 funds tracked by Wall St. Rank held iShares Global Tech ETF as of Q3 2023.

Based on Ropes Wealth Advisors's 13F filing for Q3 2023, filed 19 Oct 2023.