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Strategic Blueprint’s iShares Global Tech ETF IXN Stock Holding History

Strategic Blueprint’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
2022
Q1 		– Sell
-3,916
Closed -$252K – 521
2021
Q4 		$252K Buy
+3,916
New +$241K 0.03% 411
2021
Q3 		– Sell
-2,190
Closed -$123K – 863
2021
Q2 		$123K Buy
+2,190
New +$118K 0.02% 464
2019
Q4 		– Sell
-600
Closed -$18K – 267
2019
Q3 		$18K Buy
+600
New +$18.2K 0.01% 240

Other funds holding IXN

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Strategic Blueprint's IXN Position: Q1 2022 in Review

Strategic Blueprint sold out of iShares Global Tech ETF (IXN) in Q1 2022, closing a stake of 3,916 shares — an estimated $252K sold.

Strategic Blueprint first reported a position in IXN in Q3 2019 and held it in 3 quarters. The position peaked at $252K in Q4 2021. 447 funds tracked by Wall St. Rank hold IXN as of Q1 2022.

  • Strategic Blueprint reported no remaining iShares Global Tech ETF position as of Q1 2022 after selling out during the quarter.
  • Strategic Blueprint sold 3,916 iShares Global Tech ETF shares in Q1 2022, an estimated $252K.
  • Strategic Blueprint first reported a position in iShares Global Tech ETF in Q3 2019 and held it in 3 quarters.
  • Strategic Blueprint's iShares Global Tech ETF position peaked at $252K in Q4 2021.
  • 447 funds tracked by Wall St. Rank held iShares Global Tech ETF as of Q1 2022.

Based on Strategic Blueprint's 13F filing for Q1 2022, filed 12 Aug 2022.