Sargent Bickham Lagudis’s iShares Global Tech ETF IXN Stock Holding History

Sargent Bickham Lagudis’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
2022 Q1	–	Sell	-801	Closed	-$52K	–	990
2021 Q4	$52K	Buy	801 +2	+0.3%	+$123	﹤0.01%	442
2021 Q3	$45K	Buy	799 +1	+0.1%	+$59	﹤0.01%	464
2021 Q2	$45K	Hold	798	–	–	﹤0.01%	473
2021 Q1	$41K	Hold	798	–	–	﹤0.01%	469
2020 Q4	$40K	Buy	798 +6	+0.8%	+$277	﹤0.01%	459
2020 Q3	$35K	Hold	792	–	–	﹤0.01%	436
2020 Q2	$31K	Hold	792	–	–	﹤0.01%	426
2020 Q1	$24K	Hold	792	–	–	﹤0.01%	431
2019 Q4	$28K	Buy	+792	New	+$26K	﹤0.01%	472

Other funds holding IXN

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

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

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

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

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

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

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

Sargent Bickham Lagudis's IXN Position: Q1 2022 in Review

Sargent Bickham Lagudis sold out of iShares Global Tech ETF (IXN) in Q1 2022, closing a stake of 801 shares — an estimated $52K sold.

Sargent Bickham Lagudis first reported a position in IXN in Q4 2019 and held it in 9 quarters. The position peaked at $52K in Q4 2021. 446 funds tracked by Wall St. Rank hold IXN as of Q1 2022.

Sargent Bickham Lagudis reported no remaining iShares Global Tech ETF position as of Q1 2022 after selling out during the quarter.
Sargent Bickham Lagudis sold 801 iShares Global Tech ETF shares in Q1 2022, an estimated $52K.
Sargent Bickham Lagudis first reported a position in iShares Global Tech ETF in Q4 2019 and held it in 9 quarters.
Sargent Bickham Lagudis's iShares Global Tech ETF position peaked at $52K in Q4 2021.
446 funds tracked by Wall St. Rank held iShares Global Tech ETF as of Q1 2022.

Based on Sargent Bickham Lagudis's 13F filing for Q1 2022, filed 27 Apr 2022.