Sterling Group 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 | $1.06M | Sell |
11,451
-93,875
| -89% | -$8.67M | 0.59% | 18 |
|
|
2025
Q1 | $7.98M | Sell |
105,326
-1,784
| -2% | -$135K | 4.28% | 8 |
|
|
2024
Q4 | $9.08M | Buy |
107,110
+370
| +0.3% | +$31.4K | 4.71% | 8 |
|
|
2024
Q3 | $8.81M | Buy |
106,740
+3,974
| +4% | +$328K | 4.67% | 7 |
|
|
2024
Q2 | $8.51M | Buy |
+102,766
| New | +$8.51M | 4.89% | 6 |
|
|
2024
Q1 | – | Sell |
-113,384
| Closed | -$7.73M | – | 21 |
|
|
2023
Q4 | $7.73M | Buy |
113,384
+5,055
| +5% | +$345K | 6.01% | 5 |
|
|
2023
Q3 | $6.27M | Sell |
108,329
-4,500
| -4% | -$260K | 5.93% | 5 |
|
|
2023
Q2 | $7.02M | Buy |
112,829
+1,450
| +1% | +$90.2K | 6.08% | 4 |
|
|
2023
Q1 | $6.05M | Buy |
111,379
+4,449
| +4% | +$242K | 5.71% | 5 |
|
|
2022
Q4 | $4.79M | Buy |
+106,930
| New | +$4.79M | 4.72% | 6 |
|