Sequoia 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 | $287K | Sell |
3,108
-359
| -10% | -$33.2K | ﹤0.01% | 1276 |
|
|
2025
Q1 | $263K | Buy |
3,467
+359
| +12% | +$27.2K | ﹤0.01% | 1113 |
|
|
2024
Q4 | $263K | Hold |
3,108
| – | – | ﹤0.01% | 1066 |
|
|
2024
Q3 | $257K | Hold |
3,108
| – | – | ﹤0.01% | 1042 |
|
|
2024
Q2 | $257K | Hold |
3,108
| – | – | ﹤0.01% | 957 |
|
|
2024
Q1 | $233K | Hold |
3,108
| – | – | ﹤0.01% | 977 |
|
|
2023
Q4 | $212K | Buy |
+3,108
| New | +$212K | ﹤0.01% | 1086 |
|