Apexium Financial’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
$2.32M Sell
25,172
-1,384
-5% -$128K 0.12% 81
2025
Q1
$2.01M Buy
26,556
+1,325
+5% +$100K 0.12% 87
2024
Q4
$2.14M Buy
25,231
+276
+1% +$23.4K 0.13% 74
2024
Q3
$2.06M Sell
24,955
-360
-1% -$29.7K 0.14% 65
2024
Q2
$2.1M Sell
25,315
-100
-0.4% -$8.28K 0.15% 59
2024
Q1
$1.9M Sell
25,415
-65
-0.3% -$4.86K 0.14% 64
2023
Q4
$1.74M Sell
25,480
-450
-2% -$30.7K 0.12% 82
2023
Q3
$1.5M Sell
25,930
-555
-2% -$32.1K 0.15% 67
2023
Q2
$1.65M Buy
26,485
+179
+0.7% +$11.1K 0.15% 65
2023
Q1
$1.43M Sell
26,306
-100
-0.4% -$5.44K 0.14% 68
2022
Q4
$1.18M Hold
26,406
0.12% 75
2022
Q3
$1.11M Buy
+26,406
New +$1.11M 0.14% 68