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Sowell Financial Services’s iShares Global Tech ETF IXN Stock Holding History

Sowell Financial Services’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
2024
Q4 		– Sell
-24,763
Closed -$2.04M – 559
2024
Q3 		$2.04M Sell
24,763
-1,086
-4% -$87.7K 0.1% 232
2024
Q2 		$2.14M Buy
25,849
+2,644
+11% +$201K 0.1% 205
2024
Q1 		$1.74M Sell
23,205
-83
-0.4% -$5.96K 0.08% 254
2023
Q4 		$1.59M Buy
23,288
+312
+1% +$19.6K 0.09% 253
2023
Q3 		$1.33M Sell
22,976
-716
-3% -$43.5K 0.08% 262
2023
Q2 		$1.47M Buy
+23,692
New +$1.34M 0.08% 278
2023
Q1 		– Sell
-21,958
Closed -$984K – 803
2022
Q4 		$984K Buy
+21,958
New +$1M 0.06% 322
2021
Q2 		– Sell
-48,264
Closed -$2.56M – 1640
2021
Q1 		$2.56M Sell
48,264
-870
-2% -$44.5K 0.09% 203
2020
Q4 		$2.46M Buy
49,134
+480
+1% +$22.2K 0.11% 176
2020
Q3 		$2.14M Buy
48,654
+1,914
+4% +$81.4K 0.11% 172
2020
Q2 		$1.83M Sell
46,740
-240
-0.5% -$8.49K 0.1% 184
2020
Q1 		$1.43M Buy
46,980
+20,052
+74% +$693K 0.11% 197
2019
Q4 		$945K Buy
26,928
+8,034
+43% +$264K 0.07% 276
2019
Q3 		$582K Buy
+18,894
New +$574K 0.05% 368
2019
Q1 		$758K Buy
26,604
+606
+2% +$16.1K 0.08% 250
2018
Q4 		$624K Buy
+25,998
New +$680K 0.09% 233

Other funds holding IXN

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
PS
Portfolio Strategies Monsey, New York $1.02B AUM 45.95% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Sowell Financial Services's IXN Position: Q4 2024 in Review

Sowell Financial Services sold out of iShares Global Tech ETF (IXN) in Q4 2024, closing a stake of 24,763 shares — an estimated $2.04M sold.

Sowell Financial Services first reported a position in IXN in Q4 2018 and held it in 16 quarters. The position peaked at $2.56M in Q1 2021. 459 funds tracked by Wall St. Rank hold IXN as of Q4 2024.

  • Sowell Financial Services reported no remaining iShares Global Tech ETF position as of Q4 2024 after selling out during the quarter.
  • Sowell Financial Services sold 24,763 iShares Global Tech ETF shares in Q4 2024, an estimated $2.04M.
  • Sowell Financial Services first reported a position in iShares Global Tech ETF in Q4 2018 and held it in 16 quarters.
  • Sowell Financial Services's iShares Global Tech ETF position peaked at $2.56M in Q1 2021.
  • 459 funds tracked by Wall St. Rank held iShares Global Tech ETF as of Q4 2024.

Based on Sowell Financial Services's 13F filing for Q4 2024, filed 7 Feb 2025.