Shira Ridge Wealth Management’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 | $8.45M | Sell |
91,542
-8,909
| -9% | -$823K | 3.86% | 7 |
|
|
2025
Q1 | $7.61M | Sell |
100,451
-95,173
| -49% | -$7.21M | 3.79% | 8 |
|
|
2024
Q4 | $16.6M | Buy |
195,624
+1,874
| +1% | +$159K | 8.11% | 3 |
|
|
2024
Q3 | $16M | Buy |
193,750
+2,577
| +1% | +$213K | 8.15% | 3 |
|
|
2024
Q2 | $15.8M | Sell |
191,173
-1,332
| -0.7% | -$110K | 8.82% | 3 |
|
|
2024
Q1 | $14.4M | Buy |
192,505
+979
| +0.5% | +$73.2K | 8.24% | 3 |
|
|
2023
Q4 | $13.1M | Buy |
191,526
+549
| +0.3% | +$37.4K | 7.84% | 3 |
|
|
2023
Q3 | $11M | Buy |
190,977
+879
| +0.5% | +$50.8K | 7.26% | 3 |
|
|
2023
Q2 | $11.8M | Buy |
190,098
+2,377
| +1% | +$148K | 7.41% | 3 |
|
|
2023
Q1 | $10.2M | Buy |
187,721
+1,789
| +1% | +$97.3K | 6.74% | 3 |
|
|
2022
Q4 | $8.34M | Buy |
+185,932
| New | +$8.34M | 5.74% | 4 |
|