Ten Capital Wealth Advisors’s iShares Global Tech ETF IXN Stock Holding History

Ten Capital Wealth 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
2023 Q2	$331K	Sell	5,335 -4	-0.1%	-$227	0.1%	89
2023 Q1	$290K	Buy	5,339 +5,164	+2,951%	+$257K	0.09%	80
2022 Q4	$7.84K	Hold	175	–	–	﹤0.01%	336
2022 Q3	$7K	Buy	+175	New	+$8.51K	﹤0.01%	363
2021 Q3	–	Sell	-5,304	Closed	-$298K	–	470
2021 Q2	$298K	Sell	5,304 -3,696	-41%	-$199K	0.07%	113
2021 Q1	$461K	Sell	9,000 -1,620	-15%	-$82.9K	0.11%	96
2020 Q4	$531K	Sell	10,620 -2,886	-21%	-$133K	0.15%	81
2020 Q3	$594K	Buy	+13,506	New	+$574K	0.2%	70

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Ten Capital Wealth Advisors's IXN Position: Q2 2023 in Review

Ten Capital Wealth Advisors reduced its iShares Global Tech ETF (IXN) stake by 0.07% in Q2 2023, selling an estimated $227 and leaving 5,335 shares worth $331K. The position accounts for 0.1% of the portfolio, ranked #89.

Ten Capital Wealth Advisors first reported a position in IXN in Q3 2020 and has held it in 8 quarters since. The position peaked at $594K in Q3 2020. 389 funds tracked by Wall St. Rank hold IXN as of Q2 2023.

Ten Capital Wealth Advisors held 5,335 shares of iShares Global Tech ETF worth $331K as of Q2 2023.
Ten Capital Wealth Advisors sold 4 iShares Global Tech ETF shares in Q2 2023, an estimated $227.
iShares Global Tech ETF made up 0.1% of Ten Capital Wealth Advisors's portfolio in Q2 2023, its #89 holding.
Ten Capital Wealth Advisors first reported a position in iShares Global Tech ETF in Q3 2020 and has held it in 8 quarters since.
Ten Capital Wealth Advisors's iShares Global Tech ETF position peaked at $594K in Q3 2020.
389 funds tracked by Wall St. Rank held iShares Global Tech ETF as of Q2 2023.

Based on Ten Capital Wealth Advisors's 13F filing for Q2 2023, filed 31 Jul 2023.