Spire 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 | $702K | Sell |
7,603
-2,016
| -21% | -$186K | 0.03% | 438 |
|
|
2025
Q1 | $729K | Sell |
9,619
-124
| -1% | -$9.39K | 0.02% | 473 |
|
|
2024
Q4 | $826K | Sell |
9,743
-129
| -1% | -$10.9K | 0.03% | 431 |
|
|
2024
Q3 | $815K | Buy |
9,872
+1,062
| +12% | +$87.7K | 0.03% | 418 |
|
|
2024
Q2 | $730K | Sell |
8,810
-1,161
| -12% | -$96.2K | 0.03% | 411 |
|
|
2024
Q1 | $746K | Sell |
9,971
-997
| -9% | -$74.6K | 0.01% | 433 |
|
|
2023
Q4 | $773K | Sell |
10,968
-1,551
| -12% | -$109K | 0.03% | 421 |
|
|
2023
Q3 | $724K | Buy |
12,519
+75
| +0.6% | +$4.34K | 0.03% | 402 |
|
|
2023
Q2 | $774K | Buy |
12,444
+211
| +2% | +$13.1K | 0.03% | 393 |
|
|
2023
Q1 | $665K | Sell |
12,233
-1,887
| -13% | -$103K | 0.03% | 432 |
|
|
2022
Q4 | $633K | Sell |
14,120
-4,658
| -25% | -$209K | 0.04% | 315 |
|
|
2022
Q3 | $792K | Sell |
18,778
-17,636
| -48% | -$744K | 0.05% | 253 |
|
|
2022
Q2 | $1.66M | Sell |
36,414
-27,572
| -43% | -$1.26M | 0.07% | 230 |
|
|
2022
Q1 | $3.73M | Sell |
63,986
-3,493
| -5% | -$203K | 0.1% | 187 |
|
|
2021
Q4 | $4.35M | Sell |
67,479
-13,920
| -17% | -$896K | 0.1% | 189 |
|
|
2021
Q3 | $4.61M | Buy |
81,399
+26,283
| +48% | +$1.49M | 0.12% | 167 |
|
|
2021
Q2 | $3.1M | Sell |
55,116
-23,016
| -29% | -$1.29M | 0.08% | 219 |
|
|
2021
Q1 | $4.03M | Buy |
+78,132
| New | +$4.03M | 0.11% | 179 |
|