Sonoma Private Wealth’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
$721K Sell
2025
Q1
$629K Sell
2024
Q4
$766K Buy
2024
Q3
$667K Sell
2024
Q2
$675K Sell
2024
Q1
$640K Sell
2023
Q4
$600K Sell
2023
Q3
$532K Buy
2023
Q2
$570K Sell
2023
Q1
$507K Buy