BA
Bellwether Advisors’s iShares Global Tech ETF IXN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.96M | Sell |
64,519
-240
| -0.4% | -$22.2K | 1.02% | 23 |
|
|
2025
Q1 | $4.9M | Sell |
64,759
-69
| -0.1% | -$5.23K | 1.02% | 21 |
|
|
2024
Q4 | $5.49M | Sell |
64,828
-549
| -0.8% | -$46.5K | 0.98% | 20 |
|
|
2024
Q3 | $5.4M | Hold |
65,377
| – | – | 1.04% | 24 |
|
|
2024
Q2 | $5.41M | Sell |
65,377
-98
| -0.1% | -$8.12K | 1.14% | 20 |
|
|
2024
Q1 | $4.9M | Sell |
65,475
-216
| -0.3% | -$16.2K | 1.08% | 24 |
|
|
2023
Q4 | $4.48M | Sell |
65,691
-410
| -0.6% | -$28K | 1.1% | 28 |
|
|
2023
Q3 | $3.82M | Sell |
66,101
-964
| -1% | -$55.8K | 1.04% | 24 |
|
|
2023
Q2 | $4.17M | Sell |
67,065
-592
| -0.9% | -$36.8K | 1.23% | 18 |
|
|
2023
Q1 | $3.68M | Sell |
67,657
-2,701
| -4% | -$147K | 1.01% | 17 |
|
|
2022
Q4 | $3.15M | Sell |
70,358
-1,705
| -2% | -$76.4K | 0.92% | 21 |
|
|
2022
Q3 | $3.04M | Sell |
72,063
-4,821
| -6% | -$203K | 1% | 24 |
|
|
2022
Q2 | $3.51M | Sell |
76,884
-9,666
| -11% | -$442K | 1.13% | 21 |
|
|
2022
Q1 | $5.02M | Sell |
86,550
-114
| -0.1% | -$6.61K | 1.49% | 18 |
|
|
2021
Q4 | $5.58M | Sell |
86,664
-2,022
| -2% | -$130K | 1.74% | 15 |
|
|
2021
Q3 | $5.02M | Buy |
88,686
+73,821
| +497% | +$4.18M | 1.67% | 15 |
|
|
2021
Q2 | $5.02M | Sell |
14,865
-1,132
| -7% | -$382K | 1.73% | 16 |
|
|
2021
Q1 | $4.92M | Sell |
15,997
-331
| -2% | -$102K | 1.95% | 14 |
|
|
2020
Q4 | $4.9M | Buy |
+16,328
| New | +$4.9M | 2.16% | 12 |
|