Kingswood 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	–	Sell	-2,639	Closed	-$201K	–	769
2025 Q1	$201K	Sell	2,639 -1,751	-40%	-$133K	0.02%	684
2024 Q4	$372K	Buy	4,390 +1,248	+40%	+$106K	0.03%	534
2024 Q3	$259K	Buy	3,142 +467	+17%	+$38.5K	0.02%	613
2024 Q2	$222K	Buy	+2,675	New	+$222K	0.02%	611