Cardinal Strategic Wealth Guidance’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 | $8.17M | Buy |
88,463
+6,281
| +8% | +$580K | 2.36% | 11 |
|
|
2025
Q1 | $6.22M | Buy |
82,182
+3,320
| +4% | +$251K | 1.99% | 10 |
|
|
2024
Q4 | $6.68M | Sell |
78,862
-756
| -0.9% | -$64.1K | 2.13% | 8 |
|
|
2024
Q3 | $6.57M | Buy |
79,618
+1,403
| +2% | +$116K | 2.15% | 9 |
|
|
2024
Q2 | $6.48M | Buy |
78,215
+752
| +1% | +$62.3K | 2.34% | 8 |
|
|
2024
Q1 | $5.8M | Buy |
77,463
+5,738
| +8% | +$429K | 2.18% | 8 |
|
|
2023
Q4 | $4.89M | Buy |
71,725
+20,599
| +40% | +$1.4M | 1.94% | 11 |
|
|
2023
Q3 | $2.96M | Sell |
51,126
-1,209
| -2% | -$69.9K | 1.37% | 12 |
|
|
2023
Q2 | $3.25M | Sell |
52,335
-789
| -1% | -$49.1K | 1.45% | 13 |
|
|
2023
Q1 | $2.89M | Buy |
53,124
+8,045
| +18% | +$437K | 1.34% | 13 |
|
|
2022
Q4 | $2.02M | Buy |
45,079
+1,607
| +4% | +$72K | 0.97% | 22 |
|
|
2022
Q3 | $1.83M | Sell |
43,472
-10,453
| -19% | -$441K | 0.97% | 16 |
|
|
2022
Q2 | $2.46M | Buy |
53,925
+12,436
| +30% | +$568K | 1.26% | 14 |
|
|
2022
Q1 | $2.41M | Buy |
41,489
+8,346
| +25% | +$484K | 1.1% | 17 |
|
|
2021
Q4 | $2.13M | Buy |
33,143
+3,000
| +10% | +$193K | 0.99% | 16 |
|
|
2021
Q3 | $1.71M | Buy |
30,143
+6,887
| +30% | +$390K | 0.89% | 18 |
|
|
2021
Q2 | $1.31M | Buy |
23,256
+762
| +3% | +$42.9K | 0.69% | 22 |
|
|
2021
Q1 | $1.15M | Buy |
+22,494
| New | +$1.15M | 0.68% | 24 |
|