United Capital Financial Advisors’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 | $1.4M | Buy |
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|
2025
Q1 | $1.09M | Buy |
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|
2024
Q4 | $895K | Buy |
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|
2024
Q3 | $745K | Buy |
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|
2024
Q2 | $536K | Buy |
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|
2024
Q1 | $482K | Sell |
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|
2023
Q4 | $443K | Sell |
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|
2023
Q3 | $386K | Sell |
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|
2023
Q2 | $418K | Sell |
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|
2023
Q1 | $423K | Sell |
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|
2022
Q4 | $381K | Sell |
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|
2022
Q3 | $423K | Sell |
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|
2022
Q2 | $467K | Sell |
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|
2022
Q1 | $654K | Sell |
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|
2021
Q4 | $749K | Sell |
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|
2021
Q3 | $719K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $509K | Sell |
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|
2020
Q4 | $604K | Buy |
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|
2020
Q3 | $506K | Buy |
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|
2020
Q2 | $382K | Sell |
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|
2020
Q1 | $359K | Buy |
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|
2019
Q4 | $293K | Sell |
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|
2019
Q3 | $290K | Sell |
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|
2019
Q2 | $19.9M | Sell |
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|
2019
Q1 | $22.9M | Buy |
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|
2018
Q4 | $12.9M | Buy |
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|
2018
Q3 | $8.07M | Buy |
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|
2018
Q2 | $255K | Sell |
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|
2018
Q1 | $304K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $11.7M | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $8.63M | Buy |
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|
2014
Q4 | $5.49M | Buy |
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|
2014
Q3 | $2.77M | Buy |
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