Stonebridge Financial Planning Group’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 | $891K | Sell |
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|
2025
Q1 | $776K | Sell |
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|
2024
Q4 | $871K | Sell |
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|
2024
Q3 | $876K | Hold |
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|
2024
Q2 | $879K | Hold |
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|
2024
Q1 | $794K | Hold |
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|
2023
Q4 | $723K | Sell |
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|
2023
Q3 | $640K | Sell |
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|
2023
Q2 | $716K | Hold |
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|
2023
Q1 | $626K | Sell |
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|
2022
Q4 | $783K | Sell |
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|
2022
Q3 | $950K | Sell |
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|
2022
Q2 | $1.03M | Sell |
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|
2022
Q1 | $1.78M | Sell |
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|
2021
Q4 | $1.85M | Buy |
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|
2021
Q3 | $1.89M | Buy |
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|
2021
Q2 | $1.73M | Buy |
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|
2021
Q1 | $1.48M | Buy |
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|
2020
Q4 | $1.37M | Buy |
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|
2020
Q3 | $1.23M | Buy |
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|
2020
Q2 | $987K | Buy |
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|
2020
Q1 | $803K | Hold |
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|
2019
Q4 | $874K | Buy |
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