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TWM
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
Shares
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
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PF
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$10.5B AUM
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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