HB 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 | $374K | Sell |
4,048
-1,814
| -31% | -$168K | ﹤0.01% | 841 |
|
2025
Q1 | $444K | Buy |
5,862
+1,338
| +30% | +$101K | ﹤0.01% | 788 |
|
2024
Q4 | $383K | Hold |
4,524
| – | – | ﹤0.01% | 712 |
|
2024
Q3 | $373K | Buy |
4,524
+1,314
| +41% | +$108K | ﹤0.01% | 677 |
|
2024
Q2 | $266K | Hold |
3,210
| – | – | ﹤0.01% | 743 |
|
2024
Q1 | $240K | Hold |
3,210
| – | – | ﹤0.01% | 732 |
|
2023
Q4 | $219K | Sell |
3,210
-294
| -8% | -$20K | ﹤0.01% | 711 |
|
2023
Q3 | $203K | Hold |
3,504
| – | – | ﹤0.01% | 713 |
|
2023
Q2 | $218K | Buy |
+3,504
| New | +$218K | ﹤0.01% | 651 |
|