Icon Wealth Advisors’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 | $2.36M | Sell |
25,550
-9,020
| -26% | -$833K | 0.17% | 96 |
|
|
2025
Q1 | $2.62M | Buy |
34,570
+6,990
| +25% | +$529K | 0.22% | 84 |
|
|
2024
Q4 | $2.34M | Buy |
27,580
+2,534
| +10% | +$215K | 0.19% | 88 |
|
|
2024
Q3 | $2.07M | Buy |
25,046
+3,914
| +19% | +$323K | 0.17% | 90 |
|
|
2024
Q2 | $1.71M | Buy |
21,132
+2,582
| +14% | +$208K | 0.15% | 102 |
|
|
2024
Q1 | $1.39M | Buy |
18,550
+3,788
| +26% | +$283K | 0.13% | 123 |
|
|
2023
Q4 | $1.01M | Buy |
+14,762
| New | +$1.01M | 0.1% | 127 |
|
|
2022
Q4 | $638K | Sell |
14,236
-11,713
| -45% | -$525K | 0.07% | 172 |
|
|
2022
Q3 | $1.1M | Buy |
+25,949
| New | +$1.1M | 0.13% | 126 |
|