Guardian Wealth Advisors (North Carolina)’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 | $503K | Buy |
5,449
+1
| +0% | +$92 | 0.04% | 197 |
|
|
2025
Q1 | $413K | Hold |
5,448
| – | – | 0.03% | 208 |
|
|
2024
Q4 | $462K | Buy |
5,448
+486
| +10% | +$41.2K | 0.04% | 198 |
|
|
2024
Q3 | $410K | Hold |
4,962
| – | – | 0.04% | 182 |
|
|
2024
Q2 | $411K | Buy |
4,962
+10
| +0.2% | +$828 | 0.05% | 176 |
|
|
2024
Q1 | $370K | Hold |
4,952
| – | – | 0.05% | 189 |
|
|
2023
Q4 | $338K | Buy |
4,952
+15
| +0.3% | +$1.02K | 0.05% | 181 |
|
|
2023
Q3 | $286K | Hold |
4,937
| – | – | 0.05% | 189 |
|
|
2023
Q2 | $307K | Buy |
4,937
+13
| +0.3% | +$809 | 0.05% | 170 |
|
|
2023
Q1 | $268K | Buy |
4,924
+4,900
| +20,417% | +$266K | 0.05% | 174 |
|
|
2022
Q4 | $1.08K | Hold |
24
| – | – | ﹤0.01% | 358 |
|
|
2022
Q3 | $1K | Hold |
24
| – | – | ﹤0.01% | 334 |
|
|
2022
Q2 | $1K | Buy |
+24
| New | +$1K | ﹤0.01% | 342 |
|