Cerity Partners’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
$537K Sell
5,814
-140
-2% -$12.9K ﹤0.01% 1817
2025
Q1
$451K Sell
5,954
-24
-0.4% -$1.82K ﹤0.01% 1815
2024
Q4
$507K Buy
5,978
+1,380
+30% +$117K ﹤0.01% 1753
2024
Q3
$379K Sell
4,598
-7,200
-61% -$594K ﹤0.01% 1928
2024
Q2
$977K Sell
11,798
-679
-5% -$56.2K ﹤0.01% 1239
2024
Q1
$933K Buy
12,477
+400
+3% +$29.9K ﹤0.01% 1309
2023
Q4
$823K Sell
12,077
-254
-2% -$17.3K ﹤0.01% 1053
2023
Q3
$713K Sell
12,331
-850
-6% -$49.2K ﹤0.01% 853
2023
Q2
$820K Buy
+13,181
New +$820K ﹤0.01% 985