Wealthspire Advisors (New York)’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 | $419K | Buy |
4,541
+5
| +0.1% | +$462 | ﹤0.01% | 584 |
|
|
2025
Q1 | $344K | Sell |
4,536
-785
| -15% | -$59.5K | ﹤0.01% | 609 |
|
|
2024
Q4 | $451K | Buy |
5,321
+1,154
| +28% | +$97.8K | ﹤0.01% | 542 |
|
|
2024
Q3 | $344K | Buy |
4,167
+2
| +0% | +$165 | ﹤0.01% | 590 |
|
|
2024
Q2 | $345K | Sell |
4,165
-99
| -2% | -$8.2K | ﹤0.01% | 505 |
|
|
2024
Q1 | $319K | Hold |
4,264
| – | – | ﹤0.01% | 511 |
|
|
2023
Q4 | $291K | Buy |
4,264
+1
| +0% | +$68 | ﹤0.01% | 531 |
|
|
2023
Q3 | $247K | Sell |
4,263
-82
| -2% | -$4.74K | ﹤0.01% | 520 |
|
|
2023
Q2 | $270K | Sell |
4,345
-14
| -0.3% | -$871 | ﹤0.01% | 469 |
|
|
2023
Q1 | $237K | Sell |
4,359
-172
| -4% | -$9.35K | ﹤0.01% | 478 |
|
|
2022
Q4 | $203K | Buy |
+4,531
| New | +$203K | ﹤0.01% | 541 |
|