SWM
IXN icon

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

SigFig 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
Q2 		– Sell
-20,207
Closed -$1.6M – 99
2022
Q1 		$1.6M Sell
20,207
-4,411
-18% -$255K 0.08% 62
2021
Q4 		$1.54M Sell
24,618
-5,547
-18% -$341K 0.07% 60
2021
Q3 		$1.71M Buy
30,165
+18,951
+169% +$1.11M 0.09% 53
2021
Q2 		$631K Sell
11,214
-10,008
-47% -$539K 0.03% 70
2021
Q1 		$1.09M Buy
21,222
+6,192
+41% +$317K 0.07% 56
2020
Q4 		$752K Buy
15,030
+3,474
+30% +$161K 0.05% 60
2020
Q3 		$505K Buy
11,556
+4,266
+59% +$181K 0.05% 60
2020
Q2 		$286K Buy
+7,290
New +$258K 0.03% 61

Other funds holding IXN

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
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return