Cornerstone Planning Group’s iShares Global Financials ETF IXG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.7K Hold
15
﹤0.01% 984
2025
Q1
$1.53K Hold
15
﹤0.01% 1045
2024
Q4
$1.55K Hold
15
﹤0.01% 858
2024
Q3
$1.44K Hold
15
﹤0.01% 856
2024
Q2
$1.25K Sell
15
-38
-72% -$3.17K ﹤0.01% 890
2024
Q1
$4.5K Hold
53
﹤0.01% 530
2023
Q4
$4.17K Hold
53
﹤0.01% 553
2023
Q3
$3.73K Hold
53
﹤0.01% 571
2023
Q2
$3.79K Buy
+53
New +$3.79K ﹤0.01% 994
2022
Q4
$3.9K Buy
+53
New +$3.9K ﹤0.01% 1000