WFAG
Worth Financial Advisory Group’s iShares Global Tech ETF IXN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.29M | Buy |
13,985
+337
| +2% | +$31.1K | 0.79% | 29 |
|
|
2025
Q1 | $1.03M | Buy |
13,648
+83
| +0.6% | +$6.29K | 0.66% | 35 |
|
|
2024
Q4 | $1.15M | Sell |
13,565
-1,071
| -7% | -$90.8K | 0.71% | 32 |
|
|
2024
Q3 | $1.21M | Buy |
14,636
+24
| +0.2% | +$1.98K | 0.71% | 31 |
|
|
2024
Q2 | $1.21M | Sell |
14,612
-118
| -0.8% | -$9.77K | 0.79% | 29 |
|
|
2024
Q1 | $1.1M | Buy |
14,730
+1,019
| +7% | +$76.2K | 0.76% | 32 |
|
|
2023
Q4 | $935K | Sell |
13,711
-300
| -2% | -$20.5K | 0.75% | 33 |
|
|
2023
Q3 | $810K | Buy |
14,011
+113
| +0.8% | +$6.54K | 0.73% | 35 |
|
|
2023
Q2 | $864K | Sell |
13,898
-1,568
| -10% | -$97.5K | 0.8% | 29 |
|
|
2023
Q1 | $841K | Sell |
15,466
-803
| -5% | -$43.7K | 0.8% | 32 |
|
|
2022
Q4 | $729K | Buy |
+16,269
| New | +$729K | 0.85% | 29 |
|