Clearstead Advisors’s iShares Global Tech ETF IXN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.98M | Buy |
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|
2025
Q1 | $481K | Sell |
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|
2024
Q4 | $1.37M | Buy |
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|
2024
Q3 | $674K | Sell |
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|
2024
Q2 | $2M | Buy |
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|
2024
Q1 | $104K | Hold |
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|
2023
Q4 | $95.5K | Sell |
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|
2023
Q3 | $162K | Buy |
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|
2023
Q2 | $87.1K | Hold |
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|
2023
Q1 | $76.1K | Hold |
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|
2022
Q4 | $62.8K | Hold |
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|
2022
Q3 | $59K | Hold |
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|
2022
Q2 | $64K | Hold |
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|
2022
Q1 | $81K | Sell |
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|
2021
Q4 | $106K | Hold |
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|
2021
Q3 | $93K | Hold |
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|
2021
Q2 | $93K | Hold |
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|
2021
Q1 | $85K | Sell |
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|
2020
Q4 | $96K | Hold |
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|
2020
Q3 | $84K | Hold |
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|
2020
Q2 | $75K | Hold |
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|
2020
Q1 | $58K | Buy |
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