World Equity Group’s iShares Global Tech ETF IXN Stock Holding History

World Equity 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
2024 Q2	–	Sell	-6,704	Closed	-$501K	–	297
2024 Q1	$501K	Buy	6,704 +2,332	+53%	+$167K	0.1%	187
2023 Q4	$298K	Buy	+4,372	New	+$275K	0.06%	252
2022 Q4	–	Sell	-8,297	Closed	-$350K	–	334
2022 Q3	$350K	Sell	8,297 -1,509	-15%	-$73.4K	0.09%	214
2022 Q2	$448K	Sell	9,806 -3,694	-27%	-$187K	0.11%	197
2022 Q1	$783K	Buy	+13,500	New	+$779K	0.17%	150

Other funds holding IXN

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

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

Portfolio Strategies Monsey, New York $1.02B AUM 45.95% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

PCH

PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

World Equity Group's IXN Position: Q2 2024 in Review

World Equity Group sold out of iShares Global Tech ETF (IXN) in Q2 2024, closing a stake of 6,704 shares — an estimated $501K sold.

World Equity Group first reported a position in IXN in Q1 2022 and held it in 5 quarters. The position peaked at $783K in Q1 2022. 430 funds tracked by Wall St. Rank hold IXN as of Q2 2024.

World Equity Group reported no remaining iShares Global Tech ETF position as of Q2 2024 after selling out during the quarter.
World Equity Group sold 6,704 iShares Global Tech ETF shares in Q2 2024, an estimated $501K.
World Equity Group first reported a position in iShares Global Tech ETF in Q1 2022 and held it in 5 quarters.
World Equity Group's iShares Global Tech ETF position peaked at $783K in Q1 2022.
430 funds tracked by Wall St. Rank held iShares Global Tech ETF as of Q2 2024.

Based on World Equity Group's 13F filing for Q2 2024, filed 18 Jul 2024.