Moneta Group Investment 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 | $269K | Hold |
2,913
| – | – | ﹤0.01% | 591 |
|
|
2025
Q1 | $221K | Hold |
2,913
| – | – | ﹤0.01% | 609 |
|
|
2024
Q4 | $247K | Buy |
2,913
+125
| +4% | +$10.6K | ﹤0.01% | 584 |
|
|
2024
Q3 | $230K | Hold |
2,788
| – | – | ﹤0.01% | 588 |
|
|
2024
Q2 | $231K | Sell |
2,788
-153
| -5% | -$12.7K | ﹤0.01% | 549 |
|
|
2024
Q1 | $220K | Buy |
+2,941
| New | +$220K | ﹤0.01% | 561 |
|