Van Hulzen Asset Management’s iShares Global Tech ETF IXN Stock Holding History

Van Hulzen Asset 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
2025 Q1	–	Sell	-478	Closed	-$40.5K	–	707
2024 Q4	$40.5K	Buy	+478	New	+$40.2K	﹤0.01%	549
2020 Q4	–	Sell	-34,638	Closed	-$1.52M	–	299
2020 Q3	$1.52M	Sell	34,638 -1,800	-5%	-$76.6K	0.23%	78
2020 Q2	$1.43M	Buy	36,438 +6,948	+24%	+$246K	0.21%	78
2020 Q1	$896K	Buy	29,490 +17,724	+151%	+$613K	0.19%	86
2019 Q4	$413K	Buy	+11,766	New	+$386K	0.08%	174

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

PCH

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

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

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

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

Portfolio Strategies Monsey, New York $811M AUM 28.91% 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

Van Hulzen Asset Management's IXN Position: Q1 2025 in Review

Van Hulzen Asset Management sold out of iShares Global Tech ETF (IXN) in Q1 2025, closing a stake of 478 shares — an estimated $40.5K sold.

Van Hulzen Asset Management first reported a position in IXN in Q4 2019 and held it in 5 quarters. The position peaked at $1.52M in Q3 2020. 443 funds tracked by Wall St. Rank hold IXN as of Q1 2025.

Van Hulzen Asset Management reported no remaining iShares Global Tech ETF position as of Q1 2025 after selling out during the quarter.
Van Hulzen Asset Management sold 478 iShares Global Tech ETF shares in Q1 2025, an estimated $40.5K.
Van Hulzen Asset Management first reported a position in iShares Global Tech ETF in Q4 2019 and held it in 5 quarters.
Van Hulzen Asset Management's iShares Global Tech ETF position peaked at $1.52M in Q3 2020.
443 funds tracked by Wall St. Rank held iShares Global Tech ETF as of Q1 2025.

Based on Van Hulzen Asset Management's 13F filing for Q1 2025, filed 14 May 2025.