Spectrum Wealth Counsel’s iShares Global Tech ETF IXN Stock Holding History

Spectrum Wealth Counsel’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	$61.8K	Buy	+816	New	+$67.6K	0.01%	160

Other funds holding IXN

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

PCH

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 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

Portfolio Strategies Monsey, New York $811M AUM 28.91% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Spectrum Wealth Counsel's IXN Position: Q1 2025 in Review

Spectrum Wealth Counsel opened a new position in iShares Global Tech ETF (IXN) in Q1 2025: 816 shares worth $61.8K. The stake represents 0.01% of the portfolio and ranks #160 among its holdings.

443 funds tracked by Wall St. Rank hold IXN as of Q1 2025.

Spectrum Wealth Counsel held 816 shares of iShares Global Tech ETF worth $61.8K as of Q1 2025.
iShares Global Tech ETF was a new Spectrum Wealth Counsel position in Q1 2025.
iShares Global Tech ETF made up 0.01% of Spectrum Wealth Counsel's portfolio in Q1 2025, its #160 holding.
443 funds tracked by Wall St. Rank held iShares Global Tech ETF as of Q1 2025.

Based on Spectrum Wealth Counsel's 13F filing for Q1 2025, filed 7 May 2025.