Meridian Wealth Management’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 | $1.47M | Buy |
15,914
+30
| +0.2% | +$2.77K | 0.06% | 241 |
|
|
2025
Q1 | $1.2M | Sell |
15,884
-157
| -1% | -$11.9K | 0.06% | 253 |
|
|
2024
Q4 | $1.36M | Buy |
16,041
+31
| +0.2% | +$2.63K | 0.06% | 235 |
|
|
2024
Q3 | $1.32M | Buy |
+16,010
| New | +$1.32M | 0.06% | 232 |
|
|
2024
Q2 | – | Sell |
-16,111
| Closed | -$1.21M | – | 427 |
|
|
2024
Q1 | $1.21M | Sell |
16,111
-276
| -2% | -$20.6K | 0.2% | 83 |
|
|
2023
Q4 | $1.12M | Sell |
16,387
-16,095
| -50% | -$1.1M | 0.07% | 239 |
|
|
2023
Q3 | $1.88M | Buy |
32,482
+15,416
| +90% | +$892K | 0.12% | 162 |
|
|
2023
Q2 | $1.06M | Sell |
17,066
-2,630
| -13% | -$164K | 0.09% | 184 |
|
|
2023
Q1 | $1.07M | Sell |
19,696
-639
| -3% | -$34.7K | 0.09% | 192 |
|
|
2022
Q4 | $912K | Sell |
20,335
-3,277
| -14% | -$147K | 0.09% | 209 |
|
|
2022
Q3 | $996K | Sell |
23,612
-1,746
| -7% | -$73.7K | 0.11% | 186 |
|
|
2022
Q2 | $1.16M | Buy |
25,358
+293
| +1% | +$13.4K | 0.09% | 224 |
|
|
2022
Q1 | $1.45M | Sell |
25,065
-1,085
| -4% | -$62.9K | 0.16% | 118 |
|
|
2021
Q4 | $1.68M | Buy |
26,150
+257
| +1% | +$16.6K | 0.18% | 106 |
|
|
2021
Q3 | $1.47M | Buy |
25,893
+921
| +4% | +$52.2K | 0.18% | 111 |
|
|
2021
Q2 | $1.41M | Sell |
24,972
-1,554
| -6% | -$87.4K | 0.18% | 112 |
|
|
2021
Q1 | $1.36M | Buy |
26,526
+3,114
| +13% | +$160K | 0.2% | 100 |
|
|
2020
Q4 | $1.17M | Buy |
23,412
+8,394
| +56% | +$419K | 0.19% | 102 |
|
|
2020
Q3 | $659K | Sell |
15,018
-798
| -5% | -$35K | 0.16% | 118 |
|
|
2020
Q2 | $620K | Buy |
15,816
+30
| +0.2% | +$1.18K | 0.21% | 108 |
|
|
2020
Q1 | $479K | Sell |
15,786
-210
| -1% | -$6.37K | 0.21% | 112 |
|
|
2019
Q4 | $561K | Sell |
15,996
-108
| -0.7% | -$3.79K | 0.27% | 70 |
|
|
2019
Q3 | $497K | Sell |
16,104
-456
| -3% | -$14.1K | 0.23% | 83 |
|
|
2019
Q2 | $4.96K | Buy |
16,560
+42
| +0.3% | +$13 | 0.2% | 84 |
|
|
2019
Q1 | $471K | Sell |
16,518
-306
| -2% | -$8.73K | 0.21% | 88 |
|
|
2018
Q4 | $404K | Buy |
16,824
+1,692
| +11% | +$40.6K | 0.24% | 85 |
|
|
2018
Q3 | $442K | Buy |
15,132
+3,390
| +29% | +$99K | 0.19% | 96 |
|
|
2018
Q2 | $322K | Buy |
11,742
+372
| +3% | +$10.2K | 0.15% | 129 |
|
|
2018
Q1 | $300K | Buy |
11,370
+750
| +7% | +$19.8K | 0.15% | 138 |
|
|
2017
Q4 | $275K | Buy |
+10,620
| New | +$275K | 0.17% | 135 |
|