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BSW
Buckingham Strategic Wealth’s
iShares Global Tech ETF
IXN
Stock Holding History
Buckingham Strategic Wealth’s Portfolio
IXN Stock Details
IXN Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2024
Q2
$887K
Hold
10,710
–
–
0.01%
350
2024
Q1
$801K
Sell
10,710
-234
-2%
-$16.8K
0.01%
373
2023
Q4
$746K
Buy
10,944
+234
+2%
+$14.7K
0.01%
366
2023
Q3
$619K
Hold
10,710
–
–
0.01%
376
2023
Q2
$666K
Hold
10,710
–
–
0.01%
360
2023
Q1
$480K
Hold
10,710
–
–
0.01%
386
2022
Q4
$480K
Sell
10,710
-750
-7%
-$34.2K
0.01%
388
2022
Q3
$483K
Hold
11,460
–
–
0.01%
379
2022
Q2
$524K
Hold
11,460
–
–
0.01%
368
2022
Q1
$665K
Sell
11,460
-270
-2%
-$15.6K
0.01%
317
2021
Q4
$755K
Hold
11,730
–
–
0.01%
294
2021
Q3
$665K
Hold
11,730
–
–
0.01%
307
2021
Q2
$660K
Hold
11,730
–
–
0.02%
301
2021
Q1
$602K
Hold
11,730
–
–
0.03%
294
2020
Q4
$587K
Buy
11,730
+750
+7%
+$34.7K
0.03%
290
2020
Q3
$483K
Hold
10,980
–
–
0.04%
260
2020
Q2
$431K
Hold
10,980
–
–
0.04%
243
2020
Q1
$334K
Sell
10,980
-930
-8%
-$32.1K
0.03%
322
2019
Q4
$418K
Buy
+11,910
New
+$391K
0.04%
283
2019
Q2
–
Sell
-7,542
Closed
-$215K
–
450
2019
Q1
$215K
Buy
+7,542
New
+$200K
0.03%
377
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$431B AUM
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1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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