Creative Planning’s iShares Global Comm Services ETF IXP Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $240K | Hold |
2,135
| – | – | ﹤0.01% | 3074 |
|
2025
Q1 | $207K | Hold |
2,135
| – | – | ﹤0.01% | 3033 |
|
2024
Q4 | $206K | Hold |
2,135
| – | – | ﹤0.01% | 2944 |
|
2024
Q3 | $201K | Buy |
+2,135
| New | +$201K | ﹤0.01% | 2835 |
|
2022
Q2 | – | Sell |
-50
| Closed | -$4K | – | 2308 |
|
2022
Q1 | $4K | Buy |
+50
| New | +$4K | ﹤0.01% | 2210 |
|
2017
Q3 | – | Sell |
-460
| Closed | -$27K | – | 2740 |
|
2017
Q2 | $27K | Buy |
460
+210
| +84% | +$12.3K | ﹤0.01% | 2929 |
|
2017
Q1 | $15K | Sell |
250
-984
| -80% | -$59K | ﹤0.01% | 3292 |
|
2016
Q4 | $72K | Buy |
1,234
+984
| +394% | +$57.4K | ﹤0.01% | 2079 |
|
2016
Q3 | $15K | Sell |
250
-454
| -64% | -$27.2K | ﹤0.01% | 3194 |
|
2016
Q2 | $44K | Buy |
704
+554
| +369% | +$34.6K | ﹤0.01% | 2207 |
|
2016
Q1 | $9K | Hold |
150
| – | – | ﹤0.01% | 3249 |
|
2015
Q4 | $9K | Hold |
150
| – | – | ﹤0.01% | 3308 |
|
2015
Q3 | $9K | Buy |
+150
| New | +$9K | ﹤0.01% | 3230 |
|
2015
Q2 | – | Sell |
-150
| Closed | -$9K | – | 1970 |
|
2015
Q1 | $9K | Sell |
150
-1,525
| -91% | -$91.5K | ﹤0.01% | 3201 |
|
2014
Q4 | $101K | Buy |
+1,675
| New | +$101K | ﹤0.01% | 1538 |
|
2014
Q1 | – | Sell |
-400
| Closed | -$27K | – | 3579 |
|
2013
Q4 | $27K | Buy |
400
+271
| +210% | +$18.3K | ﹤0.01% | 2012 |
|
2013
Q3 | $8K | Buy |
+129
| New | +$8K | ﹤0.01% | 2553 |
|