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Weaver Consulting Group’s iShares Global Tech ETF IXN Stock Holding History

Weaver Consulting Group’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
Q4 		– Sell
-138
Closed -$6K – 519
2020
Q3 		$6K Buy
+138
New +$5.87K ﹤0.01% 661

Other funds holding IXN

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Weaver Consulting Group's IXN Position: Q4 2020 in Review

Weaver Consulting Group sold out of iShares Global Tech ETF (IXN) in Q4 2020, closing a stake of 138 shares — an estimated $6K sold.

Weaver Consulting Group first reported a position in IXN in Q3 2020 and held it in 1 quarter. The position peaked at $6K in Q3 2020. 370 funds tracked by Wall St. Rank hold IXN as of Q4 2020.

  • Weaver Consulting Group reported no remaining iShares Global Tech ETF position as of Q4 2020 after selling out during the quarter.
  • Weaver Consulting Group sold 138 iShares Global Tech ETF shares in Q4 2020, an estimated $6K.
  • Weaver Consulting Group first reported a position in iShares Global Tech ETF in Q3 2020 and held it in 1 quarter.
  • Weaver Consulting Group's iShares Global Tech ETF position peaked at $6K in Q3 2020.
  • 370 funds tracked by Wall St. Rank held iShares Global Tech ETF as of Q4 2020.

Based on Weaver Consulting Group's 13F filing for Q4 2020, filed 29 Jan 2021.