CWM
IXN icon

Compass Wealth Management’s iShares Global Tech ETF IXN Stock Holding History

Compass Wealth Management’s Portfolio IXN Stock Details IXN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-1,146
Closed -$86.8K – 280
2025
Q1 		$86.8K Hold
1,146
– – 0.02% 202
2024
Q4 		$97.1K Hold
1,146
– – 0.02% 199
2024
Q3 		$94.6K Hold
1,146
– – 0.02% 205
2024
Q2 		$94.9K Hold
1,146
– – 0.02% 202
2024
Q1 		$85.7K Hold
1,146
– – 0.02% 207
2023
Q4 		$78.1K Hold
1,146
– – 0.02% 208
2023
Q3 		$66.3K Hold
1,146
– – 0.02% 210
2023
Q2 		$71.3K Hold
1,146
– – 0.02% 212
2023
Q1 		$62.3K Hold
1,146
– – 0.02% 219
2022
Q4 		$51.4K Buy
+1,146
New +$52.3K 0.02% 227

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PCH
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PS
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Fidelity International
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Royal Bank of Canada
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LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return