McKinley Carter Wealth Services’s iShares Global Tech ETF IXN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $278K | Hold |
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2025
Q1 | $228K | Hold |
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|
2024
Q4 | $255K | Hold |
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|
2024
Q3 | $248K | Hold |
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|
2024
Q2 | $249K | Hold |
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|
2024
Q1 | $225K | Hold |
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|
2023
Q4 | $205K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $218K | Sell |
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|
2021
Q3 | $218K | Sell |
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|
2021
Q2 | $233K | Sell |
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|
2021
Q1 | $654K | Sell |
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|
2020
Q4 | $2.78M | Buy |
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