Atria Wealth Solutions’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 | $1.3M | Sell |
14,013
-12,913
| -48% | -$1.2M | 0.03% | 547 |
|
|
2025
Q1 | $2.04M | Sell |
26,926
-44,765
| -62% | -$3.39M | 0.02% | 620 |
|
|
2024
Q4 | $6.08M | Sell |
71,691
-3,656
| -5% | -$310K | 0.07% | 303 |
|
|
2024
Q3 | $6.22M | Sell |
75,347
-2,288
| -3% | -$189K | 0.07% | 293 |
|
|
2024
Q2 | $6.43M | Sell |
77,635
-9,171
| -11% | -$760K | 0.07% | 282 |
|
|
2024
Q1 | $6.49M | Buy |
86,806
+2,928
| +3% | +$219K | 0.07% | 274 |
|
|
2023
Q4 | $5.72M | Buy |
83,878
+9,307
| +12% | +$635K | 0.07% | 275 |
|
|
2023
Q3 | $4.31M | Sell |
74,571
-696
| -0.9% | -$40.3K | 0.06% | 326 |
|
|
2023
Q2 | $4.68M | Sell |
75,267
-3,976
| -5% | -$247K | 0.06% | 303 |
|
|
2023
Q1 | $4.31M | Sell |
79,243
-9,662
| -11% | -$525K | 0.06% | 300 |
|
|
2022
Q4 | $3.99M | Sell |
88,905
-30,506
| -26% | -$1.37M | 0.06% | 304 |
|
|
2022
Q3 | $5.04M | Sell |
119,411
-2,970
| -2% | -$125K | 0.09% | 229 |
|
|
2022
Q2 | $5.59M | Sell |
122,381
-84,925
| -41% | -$3.88M | 0.1% | 203 |
|
|
2022
Q1 | $12M | Buy |
+207,306
| New | +$12M | 0.2% | 114 |
|