Morris Financial Concepts’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 | $34.6K | Hold |
375
| – | – | 0.01% | 159 |
|
|
2025
Q1 | $28.4K | Hold |
375
| – | – | 0.01% | 160 |
|
|
2024
Q4 | $31.8K | Sell |
375
-71
| -16% | -$6.02K | 0.01% | 150 |
|
|
2024
Q3 | $36.8K | Hold |
446
| – | – | 0.02% | 154 |
|
|
2024
Q2 | $36.9K | Sell |
446
-10
| -2% | -$828 | 0.02% | 125 |
|
|
2024
Q1 | $34.1K | Sell |
456
-10
| -2% | -$748 | 0.02% | 124 |
|
|
2023
Q4 | $31.8K | Hold |
466
| – | – | 0.02% | 121 |
|
|
2023
Q3 | $27K | Sell |
466
-168
| -26% | -$9.72K | 0.02% | 116 |
|
|
2023
Q2 | $39.4K | Hold |
634
| – | – | 0.03% | 109 |
|
|
2023
Q1 | $34.5K | Sell |
634
-320
| -34% | -$17.4K | 0.02% | 111 |
|
|
2022
Q4 | $42.8K | Sell |
954
-604
| -39% | -$27.1K | 0.03% | 102 |
|
|
2022
Q3 | $66K | Hold |
1,558
| – | – | 0.07% | 76 |
|
|
2022
Q2 | $71K | Buy |
+1,558
| New | +$71K | 0.07% | 81 |
|