Tradition Wealth Management’s iShares Global Tech ETF IXN Stock Holding History

Tradition Wealth Management’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	–	Sell	-285	Closed	-$19K	–	801
2023 Q4	$19K	Sell	285 -18	-6%	-$1.13K	﹤0.01%	854
2023 Q3	$18K	Hold	303	–	–	﹤0.01%	870
2023 Q2	$19K	Buy	303 +20	+7%	+$1.13K	﹤0.01%	894
2023 Q1	$15K	Hold	283	–	–	﹤0.01%	896
2022 Q4	$13K	Buy	283 +1	+0.4%	+$46	﹤0.01%	844
2022 Q3	$12K	Sell	282 -36	-11%	-$1.75K	﹤0.01%	881
2022 Q2	$15K	Buy	318 +37	+13%	+$1.87K	﹤0.01%	715
2022 Q1	$16K	Hold	281	–	–	﹤0.01%	772
2021 Q4	$18K	Sell	281 -101	-26%	-$6.21K	﹤0.01%	757
2021 Q3	$22K	Sell	382 -12,746	-97%	-$746K	﹤0.01%	703
2021 Q2	$739K	Sell	13,128 -17,880	-58%	-$962K	0.11%	140
2021 Q1	$1.59M	Buy	31,008 +3,822	+14%	+$196K	0.28%	85
2020 Q4	$1.36M	Buy	+27,186	New	+$1.26M	0.26%	85

Other funds holding IXN

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Portfolio Strategies Monsey, New York $1.02B AUM 45.95% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return

Tradition Wealth Management's IXN Position: Q1 2024 in Review

Tradition Wealth Management sold out of iShares Global Tech ETF (IXN) in Q1 2024, closing a stake of 285 shares — an estimated $19K sold.

Tradition Wealth Management first reported a position in IXN in Q4 2020 and held it in 13 quarters. The position peaked at $1.59M in Q1 2021. 427 funds tracked by Wall St. Rank hold IXN as of Q1 2024.

Tradition Wealth Management reported no remaining iShares Global Tech ETF position as of Q1 2024 after selling out during the quarter.
Tradition Wealth Management sold 285 iShares Global Tech ETF shares in Q1 2024, an estimated $19K.
Tradition Wealth Management first reported a position in iShares Global Tech ETF in Q4 2020 and held it in 13 quarters.
Tradition Wealth Management's iShares Global Tech ETF position peaked at $1.59M in Q1 2021.
427 funds tracked by Wall St. Rank held iShares Global Tech ETF as of Q1 2024.

Based on Tradition Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.