Selective Wealth Management’s iShares Global Tech ETF IXN Stock Holding History

Selective Wealth Management’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 Q4	–	Sell	-46	Closed	-$2K	–	433
2022 Q3	$2K	Hold	46	–	–	﹤0.01%	676
2022 Q2	$2K	Hold	46	–	–	﹤0.01%	697
2022 Q1	$3K	Sell	46 -337	-88%	-$19.5K	﹤0.01%	639
2021 Q4	$25K	Buy	+383	New	+$23.5K	0.01%	381
2020 Q3	–	Sell	-234	Closed	-$9K	–	367
2020 Q2	$9K	Buy	+234	New	+$8.28K	0.01%	243

Other funds holding IXN

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

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

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

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

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Selective Wealth Management's IXN Position: Q4 2022 in Review

Selective Wealth Management sold out of iShares Global Tech ETF (IXN) in Q4 2022, closing a stake of 46 shares — an estimated $2K sold.

Selective Wealth Management first reported a position in IXN in Q2 2020 and held it in 5 quarters. The position peaked at $25K in Q4 2021. 364 funds tracked by Wall St. Rank hold IXN as of Q4 2022.

Selective Wealth Management reported no remaining iShares Global Tech ETF position as of Q4 2022 after selling out during the quarter.
Selective Wealth Management sold 46 iShares Global Tech ETF shares in Q4 2022, an estimated $2K.
Selective Wealth Management first reported a position in iShares Global Tech ETF in Q2 2020 and held it in 5 quarters.
Selective Wealth Management's iShares Global Tech ETF position peaked at $25K in Q4 2021.
364 funds tracked by Wall St. Rank held iShares Global Tech ETF as of Q4 2022.

Based on Selective Wealth Management's 13F filing for Q4 2022, filed 23 Jan 2023.