Arcadia Wealth Management (New Hampshire)’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 | $431K | Buy |
4,667
+62
| +1% | +$5.73K | 0.19% | 48 |
|
|
2025
Q1 | $349K | Hold |
4,605
| – | – | 0.17% | 53 |
|
|
2024
Q4 | $390K | Buy |
4,605
+279
| +6% | +$23.6K | 0.2% | 50 |
|
|
2024
Q3 | $357K | Buy |
4,326
+804
| +23% | +$66.4K | 0.19% | 50 |
|
|
2024
Q2 | $292K | Sell |
3,522
-460
| -12% | -$38.1K | 0.17% | 55 |
|
|
2024
Q1 | $298K | Hold |
3,982
| – | – | 0.18% | 49 |
|
|
2023
Q4 | $272K | Buy |
+3,982
| New | +$272K | 0.19% | 48 |
|
|
2023
Q2 | – | Sell |
-4,212
| Closed | -$229K | – | 59 |
|
|
2023
Q1 | $229K | Sell |
4,212
-834
| -17% | -$45.3K | 0.19% | 54 |
|
|
2022
Q4 | $226K | Buy |
+5,046
| New | +$226K | 0.2% | 55 |
|