Creative Planning’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 | $539K | Hold |
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|
2025
Q1 | $501K | Sell |
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|
2024
Q4 | $536K | Buy |
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|
2024
Q3 | $479K | Hold |
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|
2024
Q2 | $430K | Buy |
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|
2024
Q1 | $234K | Buy |
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|
2023
Q4 | $212K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $206K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $203K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $216K | Sell |
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|
2021
Q4 | $229K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $47K | Buy |
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|
2017
Q1 | $37K | Hold |
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|
2016
Q4 | $35K | Hold |
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|
2016
Q3 | $31K | Hold |
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|
2016
Q2 | $29K | Hold |
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|
2016
Q1 | $30K | Hold |
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|
2015
Q4 | $32K | Sell |
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|
2015
Q3 | $38K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $34K | Buy |
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|
2014
Q4 | $28K | Sell |
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|
2014
Q3 | $48K | Sell |
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|
2014
Q2 | $50K | Buy |
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|
2014
Q1 | $28K | Hold |
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|
2013
Q4 | $28K | Hold |
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|
2013
Q3 | $26K | Hold |
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|
2013
Q2 | $24K | Buy |
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