Number of Shares
88,463.00
Current Holdings Value*
$8.17 Mil
% of Portfolio
2.36%
Total Estimate Gain
$3.07 Mil
% of Total Estimate Gain
51.05%

Cardinal Strategic Wealth Guidance's iShares Global Tech ETF Holding Summary

As of 2025-06-30, Cardinal Strategic Wealth Guidance held 88,463.00 shares of iShares Global Tech ETF(IXN), totaling $8.17 Mil. This investment constitutes 2.36% of their stock portfolio, and Cardinal Strategic Wealth Guidance now holds 0.15% of the outstanding iShares Global Tech ETF(IXN) stock.

The initial trade took place in 2021Q1. And since then Cardinal Strategic Wealth Guidance has made 14 purchases of IXN, at an average price of $59.15, for a total of 101,670.00 shares. In addition, there have been 4 sales at an average price of $52.25 for 13,207.00 shares. Based on historical transaction data and IXN's current price of $94.88, Cardinal Strategic Wealth Guidance's estimated gain on his IXN holdings is $3.07 Mil, reflecting a 51.05% gain to date.

Cardinal Strategic Wealth Guidance IXN ($94.88) Holding Chart

Cardinal Strategic Wealth Guidance IXN ($94.88) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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