CIA
Concurrent Investment Advisors’s iShares Global Tech ETF IXN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $783K | Buy |
8,483
+1,025
| +14% | +$94.7K | 0.02% | 674 |
|
|
2025
Q1 | $565K | Buy |
7,458
+4,372
| +142% | +$331K | 0.01% | 708 |
|
|
2024
Q4 | $261K | Buy |
3,086
+8
| +0.3% | +$678 | 0.01% | 869 |
|
|
2024
Q3 | $254K | Hold |
3,078
| – | – | 0.01% | 831 |
|
|
2024
Q2 | $255K | Buy |
3,078
+35
| +1% | +$2.9K | 0.01% | 782 |
|
|
2024
Q1 | $228K | Hold |
3,043
| – | – | 0.01% | 750 |
|
|
2023
Q4 | $207K | Buy |
+3,043
| New | +$207K | 0.01% | 753 |
|