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

Congress Wealth Management’s Portfolio IXN Stock Details IXN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$863K Buy
9,349
+1,567
+20% +$145K 0.01% 749
2025
Q1 		$589K Hold
7,782
– – 0.01% 769
2024
Q4 		$660K Buy
7,782
+16
+0.2% +$1.36K 0.01% 584
2024
Q3 		$641K Buy
+7,766
New +$641K 0.01% 593