SWA
Strategies Wealth Advisors’s iShares Global Tech ETF IXN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $838K | Hold |
9,072
| – | – | 0.09% | 66 |
|
|
2025
Q1 | $687K | Hold |
9,072
| – | – | 0.08% | 73 |
|
|
2024
Q4 | $779K | Hold |
9,072
| – | – | 0.1% | 62 |
|
|
2024
Q3 | $749K | Hold |
9,072
| – | – | 0.1% | 53 |
|
|
2024
Q2 | $751K | Hold |
9,072
| – | – | 0.11% | 48 |
|
|
2024
Q1 | $679K | Sell |
9,072
-23
| -0.3% | -$1.72K | 0.1% | 53 |
|
|
2023
Q4 | $620K | Hold |
9,095
| – | – | 0.11% | 52 |
|
|
2023
Q3 | $526K | Buy |
9,095
+22
| +0.2% | +$1.27K | 0.1% | 52 |
|
|
2023
Q2 | $564K | Hold |
9,073
| – | – | 0.12% | 53 |
|
|
2023
Q1 | $493K | Hold |
9,073
| – | – | 0.11% | 56 |
|
|
2022
Q4 | $407K | Buy |
+9,073
| New | +$407K | 0.1% | 58 |
|
|
2022
Q2 | $418K | Buy |
9,136
+35
| +0.4% | +$1.6K | 0.12% | 60 |
|
|
2022
Q1 | $528K | Buy |
9,101
+1
| +0% | +$58 | 0.14% | 53 |
|
|
2021
Q4 | $586K | Buy |
+9,100
| New | +$586K | 0.16% | 50 |
|