The Family Firm’s iShares Global Tech ETF IXN Stock Holding History

The Family Firm’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	–	Sell	-1,152	Closed	-$95.4K	–	534
2024 Q2	$95.4K	Buy	+1,152	New	+$87.8K	0.02%	285

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

Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return

PCH

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

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

The Family Firm's IXN Position: Q3 2024 in Review

The Family Firm sold out of iShares Global Tech ETF (IXN) in Q3 2024, closing a stake of 1,152 shares — an estimated $95.4K sold.

The Family Firm first reported a position in IXN in Q2 2024 and held it in 1 quarter. The position peaked at $95.4K in Q2 2024. 442 funds tracked by Wall St. Rank hold IXN as of Q3 2024.

The Family Firm reported no remaining iShares Global Tech ETF position as of Q3 2024 after selling out during the quarter.
The Family Firm sold 1,152 iShares Global Tech ETF shares in Q3 2024, an estimated $95.4K.
The Family Firm first reported a position in iShares Global Tech ETF in Q2 2024 and held it in 1 quarter.
The Family Firm's iShares Global Tech ETF position peaked at $95.4K in Q2 2024.
442 funds tracked by Wall St. Rank held iShares Global Tech ETF as of Q3 2024.

Based on The Family Firm's 13F filing for Q3 2024, filed 17 Oct 2024.