Shira Ridge Wealth Management IXN Holdings History
Shira Ridge Wealth Management's iShares Global Tech ETF Holding Summary
As of 2025-06-30, Shira Ridge Wealth Management held 91,542.00 shares of iShares Global Tech ETF(IXN), totaling $8.45 Mil. This investment constitutes 3.86% of their stock portfolio, and Shira Ridge Wealth Management now holds 0.15% of the outstanding iShares Global Tech ETF(IXN) stock.
The initial trade took place in 2022Q4. And since then Shira Ridge Wealth Management has made 6 purchases of IXN, at an average price of $46.74, for a total of 196,956.00 shares. In addition, there have been 3 sales at an average price of $82.56 for 105,414.00 shares. Based on historical transaction data and IXN's current price of $94.75, Shira Ridge Wealth Management's estimated gain on his IXN holdings is $8.17 Mil, reflecting a 88.78% gain to date.
Shira Ridge Wealth Management IXN ($94.75) Holding Chart
Shira Ridge Wealth Management IXN ($94.75) 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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