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

Wealth Quarterback’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
2021
Q3 		$164K Hold
2,886
– – 0.11% 122
2021
Q2 		$163K Buy
+2,886
New +$155K 0.1% 130
2020
Q2 		– Sell
-6,192
Closed -$188K – 439
2020
Q1 		$188K Sell
6,192
-30,138
-83% -$1.04M 0.17% 108
2019
Q4 		$1.28M Buy
+36,330
New +$1.19M 1.11% 21

Other funds holding IXN

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
PAS
Park Avenue Securities New York $12.8B AUM 19.38% 1-Year Est. Return

Wealth Quarterback's IXN Position: Q3 2021 in Review

Wealth Quarterback held its iShares Global Tech ETF (IXN) position steady in Q3 2021 at 2,886 shares worth $164K. The position accounts for 0.11% of the portfolio, ranked #122.

Wealth Quarterback first reported a position in IXN in Q4 2019 and has held it in 4 quarters since. The position peaked at $1.28M in Q4 2019. 396 funds tracked by Wall St. Rank hold IXN as of Q3 2021.

  • Wealth Quarterback held 2,886 shares of iShares Global Tech ETF worth $164K as of Q3 2021.
  • Wealth Quarterback left its iShares Global Tech ETF share count unchanged in Q3 2021.
  • iShares Global Tech ETF made up 0.11% of Wealth Quarterback's portfolio in Q3 2021, its #122 holding.
  • Wealth Quarterback first reported a position in iShares Global Tech ETF in Q4 2019 and has held it in 4 quarters since.
  • Wealth Quarterback's iShares Global Tech ETF position peaked at $1.28M in Q4 2019.
  • 396 funds tracked by Wall St. Rank held iShares Global Tech ETF as of Q3 2021.

Based on Wealth Quarterback's 13F filing for Q3 2021, filed 17 Nov 2021.