SteelPeak Wealth’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
$200K Buy
+2,167
New +$200K 0.01% 483
2024
Q4
Sell
-2,832
Closed -$234K 509
2024
Q3
$234K Sell
2,832
-218
-7% -$18K 0.01% 410
2024
Q2
$253K Buy
3,050
+160
+6% +$13.3K 0.01% 390
2024
Q1
$216K Sell
2,890
-193
-6% -$14.4K 0.01% 394
2023
Q4
$210K Buy
+3,083
New +$210K 0.01% 364
2023
Q3
Sell
-3,276
Closed -$204K 420
2023
Q2
$204K Sell
3,276
-924
-22% -$57.5K 0.01% 371
2023
Q1
$228K Sell
4,200
-290
-6% -$15.8K 0.02% 322
2022
Q4
$201K Sell
4,490
-11,032
-71% -$495K 0.01% 367
2022
Q3
$655K Sell
15,522
-960
-6% -$40.5K 0.05% 205
2022
Q2
$753K Sell
16,482
-61,663
-79% -$2.82M 0.05% 200
2022
Q1
$4.53M Sell
78,145
-22,096
-22% -$1.28M 0.26% 73
2021
Q4
$6.45M Sell
100,241
-37,601
-27% -$2.42M 0.37% 63
2021
Q3
$7.81M Buy
137,842
+82,252
+148% +$4.66M 0.52% 54
2021
Q2
$3.13M Sell
55,590
-76,392
-58% -$4.3M 0.22% 88
2021
Q1
$6.77M Buy
131,982
+120,162
+1,017% +$6.16M 0.53% 52
2020
Q4
$591K Sell
11,820
-128,382
-92% -$6.42M 0.05% 194
2020
Q3
$6.16M Sell
140,202
-6,768
-5% -$297K 0.66% 39
2020
Q2
$5.77M Sell
146,970
-7,326
-5% -$288K 0.73% 34
2020
Q1
$4.69M Sell
154,296
-61,314
-28% -$1.86M 0.74% 36
2019
Q4
$7.56M Buy
+215,610
New +$7.56M 1.04% 21