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