Zullo Investment Group’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 | $260K | Sell |
2,811
-30
| -1% | -$2.77K | 0.11% | 131 |
|
|
2025
Q1 | $215K | Sell |
2,841
-607
| -18% | -$46K | 0.09% | 136 |
|
|
2024
Q4 | $292K | Sell |
3,448
-23
| -0.7% | -$1.95K | 0.12% | 122 |
|
|
2024
Q3 | $286K | Hold |
3,471
| – | – | 0.12% | 128 |
|
|
2024
Q2 | $287K | Hold |
3,471
| – | – | 0.13% | 121 |
|
|
2024
Q1 | $260K | Hold |
3,471
| – | – | 0.12% | 132 |
|
|
2023
Q4 | $237K | Buy |
3,471
+10
| +0.3% | +$682 | 0.12% | 131 |
|
|
2023
Q3 | $200K | Sell |
3,461
-30
| -0.9% | -$1.74K | 0.12% | 134 |
|
|
2023
Q2 | $217K | Buy |
+3,491
| New | +$217K | 0.12% | 128 |
|
|
2023
Q1 | – | Sell |
-3,488
| Closed | -$156K | – | 433 |
|
|
2022
Q4 | $156K | Sell |
3,488
-80
| -2% | -$3.59K | 0.1% | 156 |
|
|
2022
Q3 | $150K | Sell |
3,568
-26
| -0.7% | -$1.09K | 0.1% | 154 |
|
|
2022
Q2 | $164K | Hold |
3,594
| – | – | 0.1% | 158 |
|
|
2022
Q1 | $208K | Sell |
3,594
-11
| -0.3% | -$637 | 0.11% | 145 |
|
|
2021
Q4 | $232K | Buy |
+3,605
| New | +$232K | 0.12% | 145 |
|