OBWG
Onyx Bridge Wealth Group’s iShares Global Tech ETF IXN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-10,200
| Closed | -$864K | – | 303 |
|
|
2024
Q4 | $864K | Hold |
10,200
| – | – | 0.12% | 111 |
|
|
2024
Q3 | $842K | Hold |
10,200
| – | – | 0.13% | 117 |
|
|
2024
Q2 | $845K | Hold |
10,200
| – | – | 0.14% | 106 |
|
|
2024
Q1 | $732K | Hold |
10,200
| – | – | 0.13% | 115 |
|
|
2023
Q4 | $695K | Hold |
10,200
| – | – | 0.14% | 103 |
|
|
2023
Q3 | $590K | Hold |
10,200
| – | – | 0.14% | 118 |
|
|
2023
Q2 | $634K | Hold |
10,200
| – | – | 0.15% | 108 |
|
|
2023
Q1 | $554K | Hold |
10,200
| – | – | 0.22% | 80 |
|
|
2022
Q4 | $463K | Hold |
10,200
| – | – | 0.19% | 84 |
|
|
2022
Q3 | $424K | Hold |
10,200
| – | – | 0.19% | 89 |
|
|
2022
Q2 | $502K | Sell |
10,200
-270
| -3% | -$13.3K | 0.22% | 66 |
|
|
2022
Q1 | $537K | Sell |
10,470
-35
| -0.3% | -$1.8K | 0.2% | 63 |
|
|
2021
Q4 | $684K | Sell |
10,505
-529
| -5% | -$34.4K | 0.23% | 54 |
|
|
2021
Q3 | $653K | Buy |
11,034
+540
| +5% | +$32K | 0.25% | 49 |
|
|
2021
Q2 | $590K | Buy |
+10,494
| New | +$590K | 0.26% | 42 |
|