WA
IXN icon

Wealth Alliance’s iShares Global Tech ETF IXN Stock Holding History

Wealth Alliance’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
2022
Q4 		– Sell
-6,519
Closed -$275K – 498
2022
Q3 		$275K Sell
6,519
-8,379
-56% -$408K 0.05% 343
2022
Q2 		$681K Sell
14,898
-20,769
-58% -$1.05M 0.13% 171
2022
Q1 		$2.07M Sell
35,667
-1,862
-5% -$107K 0.42% 41
2021
Q4 		$2.42M Sell
37,529
-6,826
-15% -$419K 0.49% 36
2021
Q3 		$2.51M Buy
44,355
+26,427
+147% +$1.55M 0.56% 34
2021
Q2 		$1.01M Buy
17,928
+2,130
+13% +$115K 0.24% 99
2021
Q1 		$810K Buy
15,798
+7,716
+95% +$395K 0.23% 114
2020
Q4 		$404K Buy
+8,082
New +$374K 0.12% 211

Other funds holding IXN

AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Jane Street
Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return