Summit Wealth Partners’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
Q3 | $408K | Hold |
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|
2025
Q2 | $365K | Hold |
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|
2025
Q1 | $299K | Hold |
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|
2024
Q4 | $335K | Hold |
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|
2024
Q3 | $326K | Hold |
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|
2024
Q2 | $327K | Hold |
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|
2024
Q1 | $295K | Hold |
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|
2023
Q4 | $269K | Hold |
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|
2023
Q3 | $228K | Hold |
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|
2023
Q2 | $246K | Hold |
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|
2023
Q1 | $215K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $306K | Sell |
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|
2022
Q2 | $503K | Sell |
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|
2022
Q1 | $644K | Sell |
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|
2021
Q4 | $796K | Buy |
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|
2021
Q3 | $700K | Buy |
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|
2021
Q2 | $687K | Buy |
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|
2021
Q1 | $441K | Buy |
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|
2020
Q4 | $425K | Hold |
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|
2020
Q3 | $374K | Buy |
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