TA
IXN icon

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

Tactive 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
Q1 		$4.11M Buy
54,982
+2,160
+4% +$155K 2.19% 11
2023
Q4 		$3.6M Buy
+52,822
New +$3.32M 2.32% 13

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
PS
Portfolio Strategies Monsey, New York $1.02B AUM 45.95% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return

Tactive Advisors's IXN Position: Q1 2024 in Review

Tactive Advisors increased its iShares Global Tech ETF (IXN) stake by 4.1% in Q1 2024, buying an estimated $155K and bringing the position to 54,982 shares worth $4.11M. The position accounts for 2.19% of the portfolio, ranked #11.

Tactive Advisors first reported a position in IXN in Q4 2023 and has held it in 2 quarters since. 427 funds tracked by Wall St. Rank hold IXN as of Q1 2024.

  • Tactive Advisors held 54,982 shares of iShares Global Tech ETF worth $4.11M as of Q1 2024.
  • Tactive Advisors bought 2,160 iShares Global Tech ETF shares in Q1 2024, an estimated $155K.
  • iShares Global Tech ETF made up 2.19% of Tactive Advisors's portfolio in Q1 2024, its #11 holding.
  • Tactive Advisors first reported a position in iShares Global Tech ETF in Q4 2023 and has held it in 2 quarters since.
  • 427 funds tracked by Wall St. Rank held iShares Global Tech ETF as of Q1 2024.

Based on Tactive Advisors's 13F filing for Q1 2024, filed 4 Jun 2024.