Global Retirement Partners’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 | $32.2K | Buy |
+291
| New | +$32.2K | ﹤0.01% | 2023 |
|
|
2024
Q4 | $27.7K | Sell |
289
-26
| -8% | -$2.5K | ﹤0.01% | 1911 |
|
|
2024
Q3 | $29.8K | Buy |
315
+25
| +9% | +$2.37K | ﹤0.01% | 1800 |
|
|
2024
Q2 | $24.7K | Sell |
290
-15
| -5% | -$1.28K | ﹤0.01% | 1876 |
|
|
2024
Q1 | $26.4K | Sell |
305
-19
| -6% | -$1.65K | ﹤0.01% | 1690 |
|
|
2023
Q4 | $24.9K | Sell |
324
-4,421
| -93% | -$340K | ﹤0.01% | 1654 |
|
|
2023
Q3 | $327K | Buy |
4,745
+681
| +17% | +$47K | 0.02% | 536 |
|
|
2023
Q2 | $291K | Buy |
4,064
+720
| +22% | +$51.5K | 0.01% | 575 |
|
|
2023
Q1 | $232K | Buy |
3,344
+184
| +6% | +$12.8K | 0.01% | 614 |
|
|
2022
Q4 | $222K | Sell |
3,160
-29
| -0.9% | -$2.04K | 0.02% | 569 |
|
|
2022
Q3 | $214K | Buy |
3,189
+1,531
| +92% | +$103K | 0.02% | 547 |
|
|
2022
Q2 | $109K | Buy |
1,658
+38
| +2% | +$2.5K | 0.01% | 711 |
|
|
2022
Q1 | $117K | Buy |
+1,620
| New | +$117K | 0.01% | 708 |
|
|
2021
Q4 | – | Sell |
-1,386
| Closed | -$109K | – | 1045 |
|
|
2021
Q3 | $109K | Sell |
1,386
-200
| -13% | -$15.7K | 0.01% | 623 |
|
|
2021
Q2 | $123K | Buy |
+1,586
| New | +$123K | 0.01% | 581 |
|
|
2018
Q4 | – | Sell |
-268
| Closed | -$18K | – | 1504 |
|
|
2018
Q3 | $18K | Hold |
268
| – | – | ﹤0.01% | 854 |
|
|
2018
Q2 | $17K | Buy |
+268
| New | +$17K | ﹤0.01% | 849 |
|