SA
IXN icon

SpiderRock Advisors’s iShares Global Tech ETF IXN Stock Holding History

SpiderRock Advisors’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
Q3 		$710K Hold
8,604
– – 0.01% 541
2024
Q2 		$713K Hold
8,604
– – 0.01% 478
2024
Q1 		$635K Buy
+8,604
New +$618K 0.02% 474

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
PS
Portfolio Strategies Monsey, New York $1.02B AUM 45.95% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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

SpiderRock Advisors's IXN Position: Q3 2024 in Review

SpiderRock Advisors held its iShares Global Tech ETF (IXN) position steady in Q3 2024 at 8,604 shares worth $710K. The position accounts for 0.01% of the portfolio, ranked #541.

SpiderRock Advisors first reported a position in IXN in Q1 2024 and has held it in 3 quarters since. The position peaked at $713K in Q2 2024. 442 funds tracked by Wall St. Rank hold IXN as of Q3 2024.

  • SpiderRock Advisors held 8,604 shares of iShares Global Tech ETF worth $710K as of Q3 2024.
  • SpiderRock Advisors left its iShares Global Tech ETF share count unchanged in Q3 2024.
  • iShares Global Tech ETF made up 0.01% of SpiderRock Advisors's portfolio in Q3 2024, its #541 holding.
  • SpiderRock Advisors first reported a position in iShares Global Tech ETF in Q1 2024 and has held it in 3 quarters since.
  • SpiderRock Advisors's iShares Global Tech ETF position peaked at $713K in Q2 2024.
  • 442 funds tracked by Wall St. Rank held iShares Global Tech ETF as of Q3 2024.

Based on SpiderRock Advisors's 13F filing for Q3 2024, filed 1 Nov 2024.