Arete Wealth Advisors’s iShares Global Financials ETF IXG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
|
|||||
|
2025
Q1 | $237K | Sell |
|
|||||
|
2024
Q4 | $3.59M | Buy |
|
|||||
|
2024
Q3 | $2.79M | Sell |
|
|||||
|
2024
Q2 | $3.07M | Buy |
|
|||||
|
2024
Q1 | $3.12M | Buy |
|
|||||
|
2023
Q4 | $2.83M | Buy |
|
|||||
|
2023
Q3 | $2.46M | Buy |
|
|||||
|
2023
Q2 | $2.4M | Buy |
|
|||||
|
2023
Q1 | $1.85M | Buy |
|
|||||
|
2022
Q4 | $1.5B | Sell |
|
|||||
|
2022
Q3 | $1.34M | Buy |
|
|||||
|
2022
Q2 | $1.42M | Sell |
|
|||||
|
2022
Q1 | $2.71M | Buy |
|
|||||
|
2021
Q4 | $2.54M | Buy |
|
|||||
|
2021
Q3 | $2.41M | Buy |
|
|||||
|
2021
Q2 | $27K | Buy |
|
|||||
|
2021
Q1 | $2.07M | Buy |
|
|||||
|
2020
Q4 | $1.69M | Sell |
|
|||||
|
2020
Q3 | $1.4M | Buy |
|
|||||
|
2020
Q2 | $1.31M | Sell |
|
|||||
|
2020
Q1 | $1.16M | Buy |
|
|||||
|
2019
Q4 | $1.41M | Buy |
|
|||||
|
2019
Q3 | $1.22M | Buy |
|
|||||
|
2019
Q2 | $1.12M | Buy |
|
|||||
|
2019
Q1 | $1M | Buy |
|
|||||
|
2018
Q4 | $892K | Sell |
|
|||||
|
2018
Q3 | $1.13M | Buy |
|
|||||
|
2018
Q2 | $990K | Buy |
|
|||||
|
2018
Q1 | $1.02M | Buy |
|
|||||
|
2017
Q4 | $850K | Buy |
|
|||||
|
2017
Q3 | $782K | Buy |
|
|||||
|
2017
Q2 | $488K | Buy |
|
|||||
|
2017
Q1 | $409K | Buy |
|
|||||
|
2016
Q4 | $352K | Buy |
|
|||||
|
2016
Q3 | $297K | Buy |
|
|||||
|
2016
Q2 | $256K | Sell |
|
|||||
|
2016
Q1 | $264K | Sell |
|
|||||
|
2015
Q4 | $298K | Sell |
|
|||||
|
2015
Q3 | $333K | Sell |
|
|||||
|
2015
Q2 | $522K | Hold |
|
|||||
|
2015
Q1 | $519K | Buy |
|
|||||
|
2014
Q4 | $503K | Hold |
|
|||||
|
2014
Q3 | $501K | Buy |
|
|||||
|
2014
Q2 | $509K | Buy |
|
|||||
|
2014
Q1 | $481K | Hold |
|
|||||
|
2013
Q4 | $478K | Buy |
|