VA
Valmark Advisers’s iShares Global Tech ETF IXN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $310K | Buy |
3,359
+11
| +0.3% | +$1.02K | ﹤0.01% | 540 |
|
|
2025
Q1 | $254K | Sell |
3,348
-30
| -0.9% | -$2.27K | ﹤0.01% | 552 |
|
|
2024
Q4 | $286K | Hold |
3,378
| – | – | ﹤0.01% | 520 |
|
|
2024
Q3 | $279K | Sell |
3,378
-36
| -1% | -$2.97K | ﹤0.01% | 512 |
|
|
2024
Q2 | $283K | Buy |
3,414
+36
| +1% | +$2.98K | ﹤0.01% | 483 |
|
|
2024
Q1 | $253K | Buy |
3,378
+30
| +0.9% | +$2.24K | ﹤0.01% | 485 |
|
|
2023
Q4 | $228K | Buy |
+3,348
| New | +$228K | ﹤0.01% | 466 |
|
|
2023
Q3 | – | Sell |
-3,348
| Closed | -$208K | – | 478 |
|
|
2023
Q2 | $208K | Buy |
+3,348
| New | +$208K | ﹤0.01% | 454 |
|
|
2022
Q2 | – | Sell |
-4,326
| Closed | -$251K | – | 420 |
|
|
2022
Q1 | $251K | Sell |
4,326
-102
| -2% | -$5.92K | ﹤0.01% | 391 |
|
|
2021
Q4 | $285K | Buy |
+4,428
| New | +$285K | ﹤0.01% | 356 |
|