Mount Yale Investment Advisors’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 | $382K | Sell |
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|
2025
Q1 | $1.24M | Sell |
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|
2024
Q4 | $1.82M | Buy |
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|
2024
Q3 | $1.75M | Buy |
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|
2024
Q2 | $1.73M | Buy |
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|
2024
Q1 | $1.41M | Buy |
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|
2023
Q4 | $1.27M | Buy |
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|
2023
Q3 | $729K | Sell |
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|
2023
Q2 | $803K | Sell |
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|
2023
Q1 | $831K | Buy |
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|
2022
Q4 | $308K | Sell |
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|
2022
Q3 | $820K | Buy |
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|
2022
Q2 | $673K | Sell |
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|
2022
Q1 | $1.29M | Sell |
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|
2021
Q4 | $1.57M | Sell |
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|
2021
Q3 | $1.67M | Buy |
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|
2021
Q2 | $778K | Sell |
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|
2021
Q1 | $1.22M | Buy |
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|
2020
Q4 | $1.03M | Buy |
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|
2020
Q3 | $849K | Buy |
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|
2020
Q2 | $736K | Buy |
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|
2020
Q1 | $410K | Buy |
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|
2019
Q4 | $290K | Buy |
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