WR Wealth Planners’s iShares Global Tech ETF IXN Stock Holding History

WR Wealth Planners’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 Q4	$268K	Sell	3,158 -3,245	-51%	-$273K	0.09%	138
2024 Q3	$528K	Hold	6,403	–	–	0.15%	102
2024 Q2	$530K	Sell	6,403 -18	-0.3%	-$1.37K	0.16%	93
2024 Q1	$480K	Buy	6,421 +46	+0.7%	+$3.3K	0.15%	96
2023 Q4	$435K	Sell	6,375 -1,748	-22%	-$110K	0.16%	112
2023 Q3	$470K	Sell	8,123 -31	-0.4%	-$1.89K	0.18%	92
2023 Q2	$507K	Sell	8,154 -592	-7%	-$33.6K	0.2%	82
2023 Q1	$475K	Sell	8,746 -656	-7%	-$32.7K	0.21%	81
2022 Q4	$421K	Sell	9,402 -6,701	-42%	-$306K	0.26%	67
2022 Q3	$679K	Sell	16,103 -2,392	-13%	-$116K	0.48%	36
2022 Q2	$845K	Sell	18,495 -820	-4%	-$41.4K	0.56%	31
2022 Q1	$1.12M	Buy	+19,315	New	+$1.12M	0.67%	29

Other funds holding IXN

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Portfolio Strategies Monsey, New York $811M AUM 28.91% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

WR Wealth Planners's IXN Position: Q4 2024 in Review

WR Wealth Planners reduced its iShares Global Tech ETF (IXN) stake by 51% in Q4 2024, selling an estimated $273K and leaving 3,158 shares worth $268K. The position accounts for 0.09% of the portfolio, ranked #138.

WR Wealth Planners first reported a position in IXN in Q1 2022 and has held it in 12 quarters since. The position peaked at $1.12M in Q1 2022. 459 funds tracked by Wall St. Rank hold IXN as of Q4 2024.

WR Wealth Planners held 3,158 shares of iShares Global Tech ETF worth $268K as of Q4 2024.
WR Wealth Planners sold 3,245 iShares Global Tech ETF shares in Q4 2024, an estimated $273K.
iShares Global Tech ETF made up 0.09% of WR Wealth Planners's portfolio in Q4 2024, its #138 holding.
WR Wealth Planners first reported a position in iShares Global Tech ETF in Q1 2022 and has held it in 12 quarters since.
WR Wealth Planners's iShares Global Tech ETF position peaked at $1.12M in Q1 2022.
459 funds tracked by Wall St. Rank held iShares Global Tech ETF as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.