Client 1st Advisory Group’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
Q3 | $211K | Hold |
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|
2025
Q2 | $201K | Sell |
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|
2025
Q1 | $208K | Sell |
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|
2024
Q4 | $205K | Sell |
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|
2024
Q3 | $207K | Sell |
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|
2024
Q2 | $268K | Sell |
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|
2024
Q1 | $305K | Sell |
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|
2023
Q4 | $297K | Sell |
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|
2023
Q3 | $373K | Sell |
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|
2023
Q2 | $618K | Sell |
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|
2023
Q1 | $713K | Sell |
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|
2022
Q4 | $977K | Sell |
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|
2022
Q3 | $1.12M | Sell |
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|
2022
Q2 | $1.26M | Sell |
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|
2022
Q1 | $2.9M | Sell |
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|
2021
Q4 | $3.46M | Sell |
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|
2021
Q3 | $3.57M | Buy |
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|
2021
Q2 | $2.76M | Buy |
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