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 |
|