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Sowa Financial Group’s iShares Global Tech ETF IXN Stock Holding History

Sowa Financial Group’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
2020
Q3 		– Sell
-120
Closed -$5K – 288
2020
Q2 		$5K Hold
120
– – ﹤0.01% 272
2020
Q1 		$4K Hold
120
– – ﹤0.01% 269
2019
Q4 		$4K Buy
+120
New +$3.94K ﹤0.01% 290

Other funds holding IXN

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Sowa Financial Group's IXN Position: Q3 2020 in Review

Sowa Financial Group sold out of iShares Global Tech ETF (IXN) in Q3 2020, closing a stake of 120 shares — an estimated $5K sold.

Sowa Financial Group first reported a position in IXN in Q4 2019 and held it in 3 quarters. The position peaked at $5K in Q2 2020. 334 funds tracked by Wall St. Rank hold IXN as of Q3 2020.

  • Sowa Financial Group reported no remaining iShares Global Tech ETF position as of Q3 2020 after selling out during the quarter.
  • Sowa Financial Group sold 120 iShares Global Tech ETF shares in Q3 2020, an estimated $5K.
  • Sowa Financial Group first reported a position in iShares Global Tech ETF in Q4 2019 and held it in 3 quarters.
  • Sowa Financial Group's iShares Global Tech ETF position peaked at $5K in Q2 2020.
  • 334 funds tracked by Wall St. Rank held iShares Global Tech ETF as of Q3 2020.

Based on Sowa Financial Group's 13F filing for Q3 2020, filed 6 Oct 2020.