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One Charles Private Wealth Services’s iShares Global Tech ETF IXN Stock Holding History

One Charles Private Wealth Services’s Portfolio IXN Stock Details IXN Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-6,771
Closed -$513K – 164
2025
Q1 		$513K Buy
6,771
+250
+4% +$18.9K 0.17% 74
2024
Q4 		$553K Hold
6,521
– – 0.19% 71
2024
Q3 		$538K Buy
+6,521
New +$538K 0.2% 74