Central Valley Advisors’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 | $724K | Hold |
7,840
| – | – | 0.25% | 69 |
|
|
2025
Q1 | $594K | Sell |
7,840
-186
| -2% | -$14.1K | 0.23% | 74 |
|
|
2024
Q4 | $680K | Hold |
8,026
| – | – | 0.31% | 67 |
|
|
2024
Q3 | $662K | Hold |
8,026
| – | – | 0.37% | 59 |
|
|
2024
Q2 | $215K | Hold |
8,026
| – | – | 0.09% | 128 |
|
|
2024
Q1 | $600K | Hold |
8,026
| – | – | 0.31% | 69 |
|
|
2023
Q4 | $547K | Buy |
+8,026
| New | +$547K | 0.32% | 74 |
|