4WM
4J Wealth Management’s iShares Global Tech ETF IXN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $311K | Buy |
3,372
+20
| +0.6% | +$1.85K | 0.21% | 71 |
|
|
2025
Q1 | $254K | Sell |
3,352
-23,072
| -87% | -$1.75M | 0.2% | 80 |
|
|
2024
Q4 | $2.24M | Buy |
26,424
+109
| +0.4% | +$9.24K | 1.81% | 12 |
|
|
2024
Q3 | $2.17M | Buy |
26,315
+90
| +0.3% | +$7.43K | 1.68% | 13 |
|
|
2024
Q2 | $2.17M | Buy |
26,225
+425
| +2% | +$35.2K | 1.8% | 13 |
|
|
2024
Q1 | $1.93M | Buy |
25,800
+129
| +0.5% | +$9.65K | 1.67% | 15 |
|
|
2023
Q4 | $1.75M | Sell |
25,671
-245
| -0.9% | -$16.7K | 1.6% | 18 |
|
|
2023
Q3 | $1.5M | Sell |
25,916
-12,019
| -32% | -$695K | 1.49% | 18 |
|
|
2023
Q2 | $2.36M | Sell |
37,935
-152
| -0.4% | -$9.45K | 2.29% | 11 |
|
|
2023
Q1 | $2.07M | Sell |
38,087
-325
| -0.8% | -$17.7K | 2.22% | 12 |
|
|
2022
Q4 | $1.72M | Sell |
38,412
-307
| -0.8% | -$13.8K | 2% | 12 |
|
|
2022
Q3 | $1.63M | Buy |
38,719
+600
| +2% | +$25.3K | 2.09% | 12 |
|
|
2022
Q2 | $1.74M | Sell |
38,119
-2,649
| -6% | -$121K | 2.19% | 10 |
|
|
2022
Q1 | $2.37M | Sell |
40,768
-6,691
| -14% | -$388K | 2.07% | 10 |
|
|
2021
Q4 | $3.06M | Sell |
47,459
-4,446
| -9% | -$286K | 2.57% | 8 |
|
|
2021
Q3 | $2.94M | Buy |
51,905
+43,457
| +514% | +$2.46M | 2.56% | 8 |
|
|
2021
Q2 | $2.85M | Buy |
8,448
+399
| +5% | +$135K | 2.49% | 9 |
|
|
2021
Q1 | $2.48M | Sell |
8,049
-31
| -0.4% | -$9.54K | 2.3% | 9 |
|
|
2020
Q4 | $2.42M | Buy |
+8,080
| New | +$2.42M | 2.33% | 9 |
|