Robertson Stephens Wealth Management’s iShares Global Tech ETF IXN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.18M | Hold |
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|
2025
Q1 | $1.78M | Hold |
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|
2024
Q4 | $2M | Sell |
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|
2024
Q3 | $2.19M | Buy |
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|
2024
Q2 | $2.19M | Buy |
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|
2024
Q1 | $1.76M | Sell |
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|
2023
Q4 | $1.95M | Sell |
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|
2023
Q3 | $1.67M | Sell |
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|
2023
Q2 | $1.9M | Hold |
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|
2023
Q1 | $1.66M | Hold |
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|
2022
Q4 | $1.37M | Sell |
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|
2022
Q3 | $1.32M | Sell |
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|
2022
Q2 | $1.7M | Sell |
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|
2022
Q1 | $2.82M | Sell |
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|
2021
Q4 | $3.73M | Sell |
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|
2021
Q3 | $3.59M | Buy |
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|
2021
Q2 | $2.81M | Sell |
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|
2021
Q1 | $2.72M | Buy |
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|
2020
Q4 | $2.5M | Buy |
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|
2020
Q3 | $1.95M | Buy |
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|
2020
Q2 | $1.74M | Buy |
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|
2020
Q1 | $303K | Buy |
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