MCIA
Mountain Capital Investment Advisors’s iShares Global Tech ETF IXN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $447K | Sell |
4,901
-448
| -8% | -$40.9K | 0.09% | 31 |
|
|
2025
Q1 | $404K | Buy |
5,349
+282
| +6% | +$21.3K | 0.09% | 32 |
|
|
2024
Q4 | $432K | Sell |
5,067
-111
| -2% | -$9.47K | 0.09% | 32 |
|
|
2024
Q3 | $435K | Buy |
5,178
+1,545
| +43% | +$130K | 0.1% | 32 |
|
|
2024
Q2 | $313K | Sell |
3,633
-311
| -8% | -$26.8K | 0.08% | 35 |
|
|
2024
Q1 | $294K | Sell |
3,944
-145
| -4% | -$10.8K | 0.08% | 33 |
|
|
2023
Q4 | $273K | Buy |
4,089
+370
| +10% | +$24.7K | 0.09% | 52 |
|
|
2023
Q3 | $236K | Buy |
3,719
+204
| +6% | +$12.9K | 0.09% | 52 |
|
|
2023
Q2 | $220K | Buy |
+3,515
| New | +$220K | 0.08% | 64 |
|
|
2022
Q4 | – | Sell |
-20,333
| Closed | -$875K | – | 85 |
|
|
2022
Q3 | $875K | Buy |
20,333
+691
| +4% | +$29.7K | 0.46% | 67 |
|
|
2022
Q2 | $931K | Sell |
19,642
-1,049
| -5% | -$49.7K | 0.47% | 59 |
|
|
2022
Q1 | $1.12M | Sell |
20,691
-5,159
| -20% | -$279K | 0.53% | 62 |
|
|
2021
Q4 | $1.61M | Sell |
25,850
-15,915
| -38% | -$989K | 0.73% | 44 |
|
|
2021
Q3 | $2.39M | Buy |
41,765
+37,487
| +876% | +$2.14M | 1.26% | 18 |
|
|
2021
Q2 | $1.46M | Sell |
4,278
-2,418
| -36% | -$822K | 0.67% | 31 |
|
|
2021
Q1 | $2.2M | Buy |
6,696
+431
| +7% | +$141K | 1.1% | 21 |
|
|
2020
Q4 | $1.9M | Buy |
6,265
+685
| +12% | +$207K | 1.14% | 19 |
|
|
2020
Q3 | $1.56M | Sell |
5,580
-12,669
| -69% | -$3.53M | 1% | 28 |
|
|
2020
Q2 | $4.38M | Buy |
18,249
+728
| +4% | +$175K | 2% | 11 |
|
|
2020
Q1 | $3.39M | Sell |
17,521
-20,834
| -54% | -$4.03M | 1.75% | 13 |
|
|
2019
Q4 | $8.23M | Buy |
+38,355
| New | +$8.23M | 3.66% | 10 |
|