Simplex Trading
IXN icon

Simplex Trading’s iShares Global Tech ETF IXN Stock Holding History

Simplex Trading’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
2025
Q1 		– Sell
-303
Closed -$25K – 9051
2024
Q4 		$25K Buy
+303
New +$25.5K ﹤0.01% 6510
2024
Q3 		– Sell
-579
Closed -$47K – 9008
2024
Q2 		$47K Buy
+579
New +$44.1K ﹤0.01% 6152
2024
Q1 		– Sell
-1,885
Closed -$128K – 9331
2023
Q4 		$128K Buy
1,885
+1,219
+183% +$76.7K ﹤0.01% 5125
2023
Q3 		$38K Buy
666
+660
+11,000% +$40.1K ﹤0.01% 6052
2023
Q2 		$0 Buy
+6
New +$340 ﹤0.01% 9446
2022
Q4 		– Sell
-103
Closed -$4K – 9771
2022
Q3 		$4K Sell
103
-532
-84% -$25.9K ﹤0.01% 8918
2022
Q2 		$29K Sell
635
-2,155
-77% -$109K ﹤0.01% 7193
2022
Q1 		$161K Buy
+2,790
New +$161K ﹤0.01% 5465

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
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PS
Portfolio Strategies Monsey, New York $811M AUM 28.91% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return