WealthShield Partners’s iShares Global Tech ETF IXN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $82.2K | Hold |
890
| – | – | 0.01% | 398 |
|
|
2025
Q1 | $67.4K | Sell |
890
-6
| -0.7% | -$454 | 0.01% | 399 |
|
|
2024
Q4 | $75.9K | Hold |
896
| – | – | 0.01% | 363 |
|
|
2024
Q3 | $73.9K | Hold |
896
| – | – | 0.01% | 369 |
|
|
2024
Q2 | $74.2K | Hold |
896
| – | – | 0.01% | 344 |
|
|
2024
Q1 | $67K | Buy |
896
+776
| +647% | +$58.1K | 0.01% | 341 |
|
|
2023
Q4 | $8.18K | Sell |
120
-6,439
| -98% | -$439K | ﹤0.01% | 438 |
|
|
2023
Q3 | $379K | Buy |
6,559
+2,866
| +78% | +$166K | 0.06% | 225 |
|
|
2023
Q2 | $230K | Sell |
3,693
-1,895
| -34% | -$118K | 0.03% | 277 |
|
|
2023
Q1 | $304K | Sell |
5,588
-116
| -2% | -$6.31K | 0.05% | 256 |
|
|
2022
Q4 | $256K | Sell |
5,704
-6,998
| -55% | -$314K | 0.05% | 254 |
|
|
2022
Q3 | $536K | Sell |
12,702
-7,299
| -36% | -$308K | 0.11% | 190 |
|
|
2022
Q2 | $914K | Sell |
20,001
-13,287
| -40% | -$607K | 0.18% | 136 |
|
|
2022
Q1 | $1.93M | Sell |
33,288
-9,009
| -21% | -$523K | 0.31% | 76 |
|
|
2021
Q4 | $2.72M | Sell |
42,297
-8,624
| -17% | -$555K | 0.45% | 56 |
|
|
2021
Q3 | $2.89M | Buy |
50,921
+9,773
| +24% | +$554K | 0.77% | 38 |
|
|
2021
Q2 | $2.32M | Sell |
41,148
-49,800
| -55% | -$2.8M | 0.36% | 58 |
|
|
2021
Q1 | $4.66M | Buy |
90,948
+14,304
| +19% | +$734K | 0.84% | 34 |
|
|
2020
Q4 | $3.83M | Buy |
76,644
+29,484
| +63% | +$1.47M | 0.71% | 48 |
|
|
2020
Q3 | $2.07M | Buy |
47,160
+3,612
| +8% | +$159K | 0.73% | 36 |
|
|
2020
Q2 | $1.71M | Buy |
43,548
+5,862
| +16% | +$230K | 0.79% | 32 |
|
|
2020
Q1 | $1.15M | Sell |
37,686
-1,476
| -4% | -$44.8K | 0.7% | 32 |
|
|
2019
Q4 | $1.37M | Buy |
39,162
+5,592
| +17% | +$196K | 0.67% | 32 |
|
|
2019
Q3 | $1.04M | Buy |
33,570
+2,994
| +10% | +$92.3K | 0.55% | 37 |
|
|
2019
Q2 | $915K | Sell |
30,576
-3,492
| -10% | -$105K | 0.53% | 39 |
|
|
2019
Q1 | $971K | Buy |
34,068
+31,218
| +1,095% | +$890K | 0.54% | 42 |
|
|
2018
Q4 | $68K | Buy |
+2,850
| New | +$68K | 0.05% | 154 |
|