WWM
Western Wealth Management’s iShares Global Tech ETF IXN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.52M | Sell |
27,267
-1,321
| -5% | -$122K | 0.15% | 137 |
|
|
2025
Q1 | $2.17M | Sell |
28,588
-2,027
| -7% | -$154K | 0.14% | 144 |
|
|
2024
Q4 | $2.59M | Sell |
30,615
-14
| -0% | -$1.19K | 0.17% | 119 |
|
|
2024
Q3 | $2.53M | Sell |
30,629
-900
| -3% | -$74.3K | 0.14% | 145 |
|
|
2024
Q2 | $2.61M | Sell |
31,529
-1,045
| -3% | -$86.5K | 0.19% | 106 |
|
|
2024
Q1 | $2.44M | Sell |
32,574
-999
| -3% | -$74.7K | 0.19% | 113 |
|
|
2023
Q4 | $2.29M | Sell |
33,573
-524
| -2% | -$35.7K | 0.17% | 135 |
|
|
2023
Q3 | $1.97M | Sell |
34,097
-303
| -0.9% | -$17.5K | 0.17% | 132 |
|
|
2023
Q2 | $2.14M | Sell |
34,400
-447
| -1% | -$27.8K | 0.18% | 119 |
|
|
2023
Q1 | $1.89M | Sell |
34,847
-3,306
| -9% | -$180K | 0.18% | 132 |
|
|
2022
Q4 | $1.71M | Sell |
38,153
-42,024
| -52% | -$1.88M | 0.17% | 138 |
|
|
2022
Q3 | $3.39M | Sell |
80,177
-7,607
| -9% | -$321K | 0.19% | 114 |
|
|
2022
Q2 | $4.02M | Sell |
87,784
-10,032
| -10% | -$459K | 0.23% | 97 |
|
|
2022
Q1 | $5.67M | Buy |
97,816
+45,305
| +86% | +$2.63M | 0.28% | 78 |
|
|
2021
Q4 | $3.38M | Buy |
+52,511
| New | +$3.38M | 0.33% | 62 |
|
|
2021
Q2 | $2.74M | Sell |
8,158
-523
| -6% | -$176K | 0.28% | 78 |
|
|
2021
Q1 | $2.67M | Buy |
8,681
+363
| +4% | +$112K | 0.36% | 60 |
|
|
2020
Q4 | $2.5M | Sell |
8,318
-831
| -9% | -$249K | 0.37% | 62 |
|
|
2020
Q3 | $2.41M | Buy |
9,149
+50
| +0.5% | +$13.2K | 0.39% | 51 |
|
|
2020
Q2 | $2.14M | Buy |
9,099
+4,835
| +113% | +$1.14M | 0.39% | 50 |
|
|
2020
Q1 | $775K | Buy |
4,264
+832
| +24% | +$151K | 0.18% | 130 |
|
|
2019
Q4 | $722K | Sell |
3,432
-49
| -1% | -$10.3K | 0.11% | 180 |
|
|
2019
Q3 | $644K | Buy |
3,481
+128
| +4% | +$23.7K | 0.13% | 174 |
|
|
2019
Q2 | $604K | Buy |
3,353
+412
| +14% | +$74.2K | 0.08% | 195 |
|
|
2019
Q1 | $505K | Buy |
2,941
+313
| +12% | +$53.7K | 0.11% | 208 |
|
|
2018
Q4 | $377K | Buy |
+2,628
| New | +$377K | 0.1% | 215 |
|