Concurrent Investment 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
$783K Buy
2025
Q1
$565K Buy
2024
Q4
$261K Buy
2024
Q3
$254K Hold
2024
Q2
$255K Buy
2024
Q1
$228K Hold
2023
Q4
$207K Buy