NIWA
New Insight Wealth 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 | $8.04M | Sell |
87,066
-1,479
| -2% | -$137K | 3.31% | 8 |
|
|
2025
Q1 | $6.71M | Buy |
88,545
+9,786
| +12% | +$741K | 3.05% | 8 |
|
|
2024
Q4 | $6.67M | Buy |
78,759
+6,927
| +10% | +$587K | 3.34% | 9 |
|
|
2024
Q3 | $5.93M | Buy |
71,832
+10,557
| +17% | +$871K | 3.12% | 11 |
|
|
2024
Q2 | $5.07M | Buy |
61,275
+8,917
| +17% | +$739K | 2.99% | 11 |
|
|
2024
Q1 | $3.92M | Buy |
52,358
+11,179
| +27% | +$836K | 2.45% | 14 |
|
|
2023
Q4 | $2.81M | Buy |
+41,179
| New | +$2.81M | 1.89% | 16 |
|