Badgley Phelps Wealth Managers’s iShares Global Tech ETF IXN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
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|
2025
Q1 | $256K | Sell |
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|
2024
Q4 | $289K | Hold |
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|
2024
Q3 | $281K | Hold |
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|
2024
Q2 | $282K | Sell |
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|
2024
Q1 | $259K | Hold |
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|
2023
Q4 | $236K | Hold |
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|
2023
Q3 | $200K | Hold |
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|
2023
Q2 | $215K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $201K | Hold |
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|
2021
Q4 | $223K | Buy |
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