EverSource Wealth 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 | $960K | Buy |
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|
2025
Q1 | $787K | Buy |
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|
2024
Q4 | $879K | Buy |
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|
2024
Q3 | $839K | Buy |
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|
2024
Q2 | $819K | Buy |
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|
2024
Q1 | $93.7K | Buy |
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|
2023
Q4 | $86.2K | Hold |
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|
2023
Q3 | $73.2K | Hold |
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|
2023
Q2 | $78.7K | Buy |
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|
2023
Q1 | $1.9K | Sell |
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|
2022
Q4 | $2.78K | Sell |
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|
2022
Q3 | $42K | Buy |
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|
2022
Q2 | $44K | Sell |
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|
2022
Q1 | $144K | Sell |
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|
2021
Q4 | $226K | Buy |
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