Acorn Financial Advisory Services’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
$216K Buy
+2,334
New +$216K 0.04% 185
2022
Q3
Sell
-4,588
Closed -$210K 217
2022
Q2
$210K Sell
4,588
-581
-11% -$26.6K 0.05% 201
2022
Q1
$300K Sell
5,169
-214
-4% -$12.4K 0.06% 185
2021
Q4
$347K Sell
5,383
-414
-7% -$26.7K 0.07% 170
2021
Q3
$328K Buy
5,797
+325
+6% +$18.4K 0.1% 166
2021
Q2
$308K Sell
5,472
-936
-15% -$52.7K 0.09% 193
2021
Q1
$330K Sell
6,408
-120
-2% -$6.18K 0.12% 160
2020
Q4
$327K Sell
6,528
-270
-4% -$13.5K 0.13% 172
2020
Q3
$298K Hold
6,798
0.16% 160
2020
Q2
$267K Sell
6,798
-192
-3% -$7.54K 0.19% 159
2020
Q1
$213K Sell
6,990
-1,038
-13% -$31.6K 0.21% 146
2019
Q4
$282K Buy
+8,028
New +$282K 0.24% 135