Gladstone Institutional Advisory’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 | $351K | Buy |
3,169
+718
| +29% | +$79.6K | 0.01% | 577 |
|
|
2025
Q1 | $253K | Sell |
2,451
-566
| -19% | -$58.3K | 0.01% | 630 |
|
|
2024
Q4 | $290K | Sell |
3,017
-4,260
| -59% | -$409K | 0.01% | 597 |
|
|
2024
Q3 | $688K | Sell |
7,277
-1,021
| -12% | -$96.6K | 0.03% | 376 |
|
|
2024
Q2 | $706K | Buy |
8,298
+2,530
| +44% | +$215K | 0.04% | 361 |
|
|
2024
Q1 | $500K | Buy |
+5,768
| New | +$500K | 0.03% | 410 |
|