MGWM
Marks Group Wealth Management’s iShares Global Tech ETF IXN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.38M | Sell |
36,645
-22,746
| -38% | -$2.1M | 0.31% | 95 |
|
|
2025
Q1 | $4.5M | Buy |
59,391
+12,227
| +26% | +$926K | 0.43% | 82 |
|
|
2024
Q4 | $4M | Buy |
47,164
+1,424
| +3% | +$121K | 0.39% | 88 |
|
|
2024
Q3 | $3.77M | Sell |
45,740
-10,887
| -19% | -$899K | 0.36% | 88 |
|
|
2024
Q2 | $4.69M | Buy |
56,627
+1,840
| +3% | +$152K | 0.49% | 76 |
|
|
2024
Q1 | $4.1M | Buy |
54,787
+1,870
| +4% | +$140K | 0.43% | 82 |
|
|
2023
Q4 | $3.61M | Buy |
52,917
+24,913
| +89% | +$1.7M | 0.41% | 84 |
|
|
2023
Q3 | $1.62M | Sell |
28,004
-16,212
| -37% | -$938K | 0.2% | 135 |
|
|
2023
Q2 | $2.75M | Buy |
44,216
+1,354
| +3% | +$84.2K | 0.33% | 98 |
|
|
2023
Q1 | $2.33M | Buy |
42,862
+5,565
| +15% | +$303K | 0.3% | 108 |
|
|
2022
Q4 | $1.67M | Buy |
37,297
+5,942
| +19% | +$266K | 0.23% | 124 |
|
|
2022
Q3 | $1.32M | Buy |
31,355
+602
| +2% | +$25.4K | 0.2% | 131 |
|
|
2022
Q2 | $1.41M | Buy |
30,753
+527
| +2% | +$24.1K | 0.2% | 135 |
|
|
2022
Q1 | $1.75M | Buy |
30,226
+10,494
| +53% | +$609K | 0.22% | 113 |
|
|
2021
Q4 | $1.27M | Buy |
19,732
+15,285
| +344% | +$985K | 0.16% | 144 |
|
|
2021
Q3 | $248K | Buy |
+4,447
| New | +$248K | 0.03% | 260 |
|