UR
IXN icon

USCA RIA’s iShares Global Tech ETF IXN Stock Holding History

USCA RIA’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
2020
Q1 		– Sell
-10,668
Closed -$374K – 452
2019
Q4 		$374K Sell
10,668
-186
-2% -$6.1K 0.03% 367
2019
Q3 		$335K Sell
10,854
-48
-0.4% -$1.46K 0.03% 360
2019
Q2 		$326K Sell
10,902
-30
-0.3% -$877 0.03% 354
2019
Q1 		$312K Sell
10,932
-30
-0.3% -$795 0.03% 341
2018
Q4 		$263K Sell
10,962
-492
-4% -$12.9K 0.04% 350
2018
Q3 		$334K Sell
11,454
-822
-7% -$23.5K 0.03% 375
2018
Q2 		$337K Buy
12,276
+30
+0.2% +$821 0.04% 361
2018
Q1 		$323K Buy
12,246
+480
+4% +$12.9K 0.04% 358
2017
Q4 		$301K Buy
+11,766
New +$298K 0.03% 362

Other funds holding IXN

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return