Certus Wealth Management’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
$1.49M Sell
16,133
-10
-0.1% -$923 0.96% 25
2025
Q1
$1.35M Sell
16,143
-480
-3% -$40K 0.91% 25
2024
Q4
$1.43M Buy
16,623
+178
+1% +$15.3K 0.96% 22
2024
Q3
$1.36M Sell
16,445
-14,203
-46% -$1.17M 0.94% 22
2024
Q2
$2.54M Sell
30,648
-313
-1% -$25.9K 1.93% 15
2024
Q1
$2.26M Buy
30,961
+2,262
+8% +$165K 1.8% 16
2023
Q4
$1.96M Buy
28,699
+2,798
+11% +$191K 1.66% 14
2023
Q3
$1.5M Sell
25,901
-1,822
-7% -$105K 1.43% 17
2023
Q2
$1.72M Buy
+27,723
New +$1.72M 1.71% 16