LRWA
Long Run Wealth Advisors’s iShares Global Tech ETF IXN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.9M | Buy |
42,249
+99
| +0.2% | +$9.14K | 0.82% | 34 |
|
|
2025
Q1 | $3.19M | Sell |
42,150
-14,802
| -26% | -$1.12M | 0.72% | 42 |
|
|
2024
Q4 | $4.83M | Sell |
56,952
-4,069
| -7% | -$345K | 1.16% | 23 |
|
|
2024
Q3 | $5.04M | Buy |
61,021
+4,136
| +7% | +$341K | 1.19% | 22 |
|
|
2024
Q2 | $4.71M | Buy |
56,885
+29
| +0.1% | +$2.4K | 1.19% | 23 |
|
|
2024
Q1 | $4.25M | Buy |
56,856
+5,142
| +10% | +$385K | 1.12% | 25 |
|
|
2023
Q4 | $3.53M | Buy |
51,714
+663
| +1% | +$45.2K | 1.02% | 27 |
|
|
2023
Q3 | $2.95M | Buy |
51,051
+11,718
| +30% | +$678K | 0.96% | 28 |
|
|
2023
Q2 | $2.45M | Buy |
39,333
+31,333
| +392% | +$1.95M | 0.78% | 34 |
|
|
2023
Q1 | $435K | Buy |
+8,000
| New | +$435K | 0.15% | 74 |
|