Plante Moran Financial Advisors’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
Q2 | $45.2K | Hold |
490
| – | – | ﹤0.01% | 353 |
|
|
2025
Q1 | $37.1K | Hold |
490
| – | – | ﹤0.01% | 386 |
|
|
2024
Q4 | $41.5K | Sell |
490
-60
| -11% | -$5.09K | ﹤0.01% | 377 |
|
|
2024
Q3 | $45.4K | Hold |
550
| – | – | ﹤0.01% | 404 |
|
|
2024
Q2 | $45.6K | Hold |
550
| – | – | ﹤0.01% | 351 |
|
|
2024
Q1 | $41.1K | Hold |
550
| – | – | ﹤0.01% | 384 |
|
|
2023
Q4 | $37.5K | Sell |
550
-80
| -13% | -$5.45K | ﹤0.01% | 358 |
|
|
2023
Q3 | $36.4K | Hold |
630
| – | – | ﹤0.01% | 335 |
|
|
2023
Q2 | $39.2K | Hold |
630
| – | – | ﹤0.01% | 332 |
|
|
2023
Q1 | $34.2K | Hold |
630
| – | – | ﹤0.01% | 351 |
|
|
2022
Q4 | $28.2K | Hold |
630
| – | – | ﹤0.01% | 393 |
|
|
2022
Q3 | $27K | Hold |
630
| – | – | ﹤0.01% | 403 |
|
|
2022
Q2 | $29K | Hold |
630
| – | – | ﹤0.01% | 391 |
|
|
2022
Q1 | $37K | Hold |
630
| – | – | 0.01% | 376 |
|
|
2021
Q4 | $41K | Hold |
630
| – | – | 0.01% | 403 |
|
|
2021
Q3 | $36K | Hold |
630
| – | – | 0.01% | 440 |
|
|
2021
Q2 | $35K | Hold |
630
| – | – | 0.01% | 438 |
|
|
2021
Q1 | $32K | Hold |
630
| – | – | 0.01% | 448 |
|
|
2020
Q4 | $32K | Sell |
630
-42
| -6% | -$2.13K | 0.01% | 432 |
|
|
2020
Q3 | $30K | Hold |
672
| – | – | 0.01% | 409 |
|
|
2020
Q2 | $26K | Buy |
+672
| New | +$26K | 0.01% | 385 |
|