Plan Group Financial’s iShares Global Tech ETF IXN Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-12,510	Closed	-$1.06M	–	152
2024 Q4	$1.06M	Sell	12,510 -192	-2%	-$16.3K	0.56%	40
2024 Q3	$1.05M	Buy	+12,702	New	+$1.05M	0.55%	39
2024 Q2	–	Sell	-10,142	Closed	-$759K	–	103
2024 Q1	$759K	Buy	+10,142	New	+$759K	0.5%	40