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WAM
Wealthspire Advisors (Maryland)’s
iShares Global Tech ETF
IXN
Stock Holding History
Wealthspire Advisors (Maryland)’s Portfolio
IXN Stock Details
IXN Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2018
Q4
–
Sell
-42
Closed
-$1K
–
2501
2018
Q3
$1K
Hold
42
–
–
﹤0.01%
2292
2018
Q2
$1K
Sell
42
-612
-94%
-$16.7K
﹤0.01%
2316
2018
Q1
$17K
Buy
654
+12
+2%
+$323
﹤0.01%
1345
2017
Q4
$16K
Hold
642
–
–
﹤0.01%
1399
2017
Q3
$15K
Hold
642
–
–
﹤0.01%
1407
2017
Q2
$14K
Buy
642
+600
+1,429%
+$13K
﹤0.01%
1396
2017
Q1
$1K
Sell
42
-1,602
-97%
-$31.7K
﹤0.01%
1810
2016
Q4
$30K
Hold
1,644
–
–
﹤0.01%
907
2016
Q3
$30K
Hold
1,644
–
–
﹤0.01%
931
2016
Q2
$27K
Hold
1,644
–
–
﹤0.01%
896
2016
Q1
$27K
Hold
1,644
–
–
﹤0.01%
865
2015
Q4
$27K
Buy
+1,644
New
+$27K
0.01%
882
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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