Graves Light Lenhart Wealth’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
Q3 | $310K | Hold |
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|
2025
Q2 | $277K | Hold |
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|
2025
Q1 | $227K | Hold |
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|
2024
Q4 | $254K | Hold |
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|
2024
Q3 | $248K | Sell |
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|
2024
Q2 | $256K | Buy |
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|
2024
Q1 | $224K | Hold |
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|
2023
Q4 | $205K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $204K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $317K | Sell |
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|
2022
Q1 | $419K | Hold |
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|
2021
Q4 | $465K | Hold |
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|
2021
Q3 | $409K | Hold |
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|
2021
Q2 | $406K | Buy |
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|
2021
Q1 | $351K | Buy |
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|
2020
Q4 | $286K | Buy |
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