Creative Planning’s iShares Global Utilities ETF JXI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $323K | Hold |
3,746
| – | – | ﹤0.01% | 3365 |
|
|
2025
Q4 | $295K | Buy |
3,746
+337
| +10% | +$26.9K | ﹤0.01% | 3253 |
|
|
2025
Q3 | $265K | Buy |
3,409
+409
| +14% | +$30.8K | ﹤0.01% | 3247 |
|
|
2025
Q2 | $221K | Hold |
3,000
| – | – | ﹤0.01% | 3151 |
|
|
2025
Q1 | $207K | Buy |
+3,000
| New | +$199K | ﹤0.01% | 3041 |
|
|
2024
Q4 | – | Sell |
-3,000
| Closed | -$212K | – | 3641 |
|
|
2024
Q3 | $212K | Buy |
+3,000
| New | +$196K | ﹤0.01% | 2788 |
|
|
2017
Q3 | – | Sell |
-3,122
| Closed | -$153K | – | 2834 |
|
|
2017
Q2 | $153K | Buy |
3,122
+3,092
| +10,307% | +$153K | ﹤0.01% | 1680 |
|
|
2017
Q1 | $1K | Hold |
30
| – | – | ﹤0.01% | 4452 |
|
|
2016
Q4 | $1K | Hold |
30
| – | – | ﹤0.01% | 4444 |
|
|
2016
Q3 | $1K | Sell |
30
-75
| -71% | -$3.63K | ﹤0.01% | 4395 |
|
|
2016
Q2 | $5K | Hold |
105
| – | – | ﹤0.01% | 3649 |
|
|
2016
Q1 | $5K | Hold |
105
| – | – | ﹤0.01% | 3587 |
|
|
2015
Q4 | $5K | Sell |
105
-500
| -83% | -$22.4K | ﹤0.01% | 3675 |
|
|
2015
Q3 | $27K | Buy |
+605
| New | +$27.2K | ﹤0.01% | 2498 |
|
|
2015
Q2 | – | Sell |
-605
| Closed | -$28K | – | 2089 |
|
|
2015
Q1 | $28K | Hold |
605
| – | – | ﹤0.01% | 2451 |
|
|
2014
Q4 | $30K | Buy |
605
+500
| +476% | +$24.5K | ﹤0.01% | 2343 |
|
|
2014
Q3 | $5K | Hold |
105
| – | – | ﹤0.01% | 3293 |
|
|
2014
Q2 | $5K | Hold |
105
| – | – | ﹤0.01% | 3218 |
|
|
2014
Q1 | $5K | Buy |
105
+75
| +250% | +$3.4K | ﹤0.01% | 3084 |
|
|
2013
Q4 | $1K | Hold |
30
| – | – | ﹤0.01% | 3211 |
|
|
2013
Q3 | $1K | Sell |
30
-65
| -68% | -$2.81K | ﹤0.01% | 3089 |
|
|
2013
Q2 | $4K | Buy |
+95
| New | +$4.22K | ﹤0.01% | 2622 |
|
Other funds holding JXI
FDCDDQ
CIM
B
KAS
NAM
