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 |
|