Summit Wealth 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 | $8.94M | Buy |
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|
2025
Q1 | $7.26M | Sell |
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|
2024
Q4 | $8.24M | Buy |
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|
2024
Q3 | $7.93M | Sell |
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|
2024
Q2 | $8.32M | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $5.89M | Sell |
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|
2023
Q1 | $87K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $3.62M | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $2.59M | Buy |
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