Able Wealth Management’s iShares Global Tech ETF IXN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.11M Sell
11,972
-2,293
-16% -$212K 0.56% 41
2025
Q1
$1.08M Sell
14,265
-1,263
-8% -$95.7K 0.64% 41
2024
Q4
$1.32M Sell
15,528
-1,629
-9% -$138K 0.87% 29
2024
Q3
$1.42M Sell
17,157
-1,729
-9% -$143K 1.07% 19
2024
Q2
$1.56M Buy
18,886
+1,378
+8% +$114K 1.29% 17
2024
Q1
$1.31M Buy
17,508
+599
+4% +$44.8K 1.14% 19
2023
Q4
$1.15M Buy
+16,909
New +$1.15M 1.05% 21