Cornerstone Planning Group’s iShares Global Tech ETF IXN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.91K Hold
20
﹤0.01% 961
2025
Q1
$1.47K Hold
20
﹤0.01% 1053
2024
Q4
$1.65K Hold
20
﹤0.01% 842
2024
Q3
$1.69K Sell
20
-374
-95% -$31.5K ﹤0.01% 817
2024
Q2
$28.7K Sell
394
-52
-12% -$3.79K 0.01% 270
2024
Q1
$32.5K Hold
446
0.01% 226
2023
Q4
$30.4K Sell
446
-506
-53% -$34.5K 0.01% 259
2023
Q3
$55.1K Hold
952
0.02% 170
2023
Q2
$59.2K Buy
+952
New +$59.2K 0.02% 217
2022
Q4
$46.8K Buy
+1,000
New +$46.8K 0.02% 281