Golden State Wealth Management’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 | $113K | Sell |
1,221
-283
| -19% | -$26.1K | 0.01% | 454 |
|
|
2025
Q1 | $114K | Hold |
1,504
| – | – | 0.02% | 415 |
|
|
2024
Q4 | $127K | Buy |
+1,504
| New | +$127K | 0.02% | 390 |
|
|
2022
Q1 | $428K | Sell |
7,379
-2,658
| -26% | -$154K | 0.08% | 191 |
|
|
2021
Q4 | $646K | Buy |
10,037
+1,477
| +17% | +$95.1K | 0.11% | 174 |
|
|
2021
Q3 | $485K | Buy |
8,560
+658
| +8% | +$37.3K | 0.11% | 167 |
|
|
2021
Q2 | $445K | Buy |
7,902
+264
| +3% | +$14.9K | 0.1% | 178 |
|
|
2021
Q1 | $391K | Sell |
7,638
-1,872
| -20% | -$95.8K | 0.13% | 121 |
|
|
2020
Q4 | $475K | Buy |
9,510
+2,772
| +41% | +$138K | 0.14% | 130 |
|
|
2020
Q3 | $296K | Sell |
6,738
-2,934
| -30% | -$129K | 0.1% | 144 |
|
|
2020
Q2 | $326K | Buy |
9,672
+4,380
| +83% | +$148K | 0.1% | 125 |
|
|
2020
Q1 | $161K | Buy |
+5,292
| New | +$161K | 0.07% | 183 |
|
|
2019
Q4 | – | Sell |
-588
| Closed | -$18K | – | 502 |
|
|
2019
Q3 | $18K | Buy |
588
+252
| +75% | +$7.71K | 0.01% | 632 |
|
|
2019
Q2 | $10K | Hold |
336
| – | – | ﹤0.01% | 748 |
|
|
2019
Q1 | $10K | Buy |
+336
| New | +$10K | ﹤0.01% | 778 |
|