Vickerman & Driscoll Financial Advisors’s iShares Global Tech ETF IXN Stock Holding History

Vickerman & Driscoll Financial Advisors’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	$439K	Sell	14,454 -306	-2%	-$10.6K	0.27%	52
2019 Q4	$518K	Sell	14,760 -1,818	-11%	-$59.7K	0.26%	55
2019 Q3	$511K	Hold	16,578	–	–	0.28%	60
2019 Q2	$496K	Sell	16,578 -546	-3%	-$16K	0.27%	60
2019 Q1	$488K	Sell	17,124 -3,252	-16%	-$86.1K	0.28%	63
2018 Q4	$489K	Sell	20,376 -1,500	-7%	-$39.2K	0.38%	57
2018 Q3	$638K	Sell	21,876 -6,474	-23%	-$185K	0.45%	53
2018 Q2	$777K	Sell	28,350 -23,748	-46%	-$650K	0.57%	45
2018 Q1	$1.38M	Sell	52,098 -26,100	-33%	-$703K	1.02%	31
2017 Q4	$2M	Buy	+78,198	New	+$1.98M	1.57%	15

Other funds holding IXN

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Vickerman & Driscoll Financial Advisors's IXN Position: Q1 2020 in Review

Vickerman & Driscoll Financial Advisors reduced its iShares Global Tech ETF (IXN) stake by 2.1% in Q1 2020, selling an estimated $10.6K and leaving 14,454 shares worth $439K. The position accounts for 0.27% of the portfolio, ranked #52.

Vickerman & Driscoll Financial Advisors first reported a position in IXN in Q4 2017 and has held it in 10 quarters since. The position peaked at $2M in Q4 2017. 292 funds tracked by Wall St. Rank hold IXN as of Q1 2020.

Vickerman & Driscoll Financial Advisors held 14,454 shares of iShares Global Tech ETF worth $439K as of Q1 2020.
Vickerman & Driscoll Financial Advisors sold 306 iShares Global Tech ETF shares in Q1 2020, an estimated $10.6K.
iShares Global Tech ETF made up 0.27% of Vickerman & Driscoll Financial Advisors's portfolio in Q1 2020, its #52 holding.
Vickerman & Driscoll Financial Advisors first reported a position in iShares Global Tech ETF in Q4 2017 and has held it in 10 quarters since.
Vickerman & Driscoll Financial Advisors's iShares Global Tech ETF position peaked at $2M in Q4 2017.
292 funds tracked by Wall St. Rank held iShares Global Tech ETF as of Q1 2020.

Based on Vickerman & Driscoll Financial Advisors's 13F filing for Q1 2020, filed 13 May 2020.