IFP Advisors’s iShares Global Industrials ETF EXI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $28.1K | Buy |
+170
| New | +$28.1K | ﹤0.01% | 2360 |
|
|
2024
Q1 | – | Sell |
-304
| Closed | -$38.7K | – | 3156 |
|
|
2023
Q4 | $38.7K | Sell |
304
-25
| -8% | -$3.18K | ﹤0.01% | 1643 |
|
|
2023
Q3 | $37.1K | Hold |
329
| – | – | ﹤0.01% | 1679 |
|
|
2023
Q2 | $39.5K | Hold |
329
| – | – | ﹤0.01% | 1711 |
|
|
2023
Q1 | $30.4K | Hold |
329
| – | – | ﹤0.01% | 1823 |
|
|
2022
Q4 | $30K | Sell |
329
-156
| -32% | -$14.2K | ﹤0.01% | 2585 |
|
|
2022
Q3 | $44K | Hold |
485
| – | – | ﹤0.01% | 2459 |
|
|
2022
Q2 | $44K | Hold |
485
| – | – | ﹤0.01% | 2251 |
|
|
2022
Q1 | $44K | Hold |
485
| – | – | ﹤0.01% | 2251 |
|
|
2021
Q4 | $59K | Hold |
485
| – | – | ﹤0.01% | 1467 |
|
|
2021
Q3 | $57K | Hold |
485
| – | – | ﹤0.01% | 1482 |
|
|
2021
Q2 | $58K | Hold |
485
| – | – | ﹤0.01% | 1458 |
|
|
2021
Q1 | $56K | Hold |
485
| – | – | ﹤0.01% | 1419 |
|
|
2020
Q4 | $52K | Sell |
485
-159
| -25% | -$17K | ﹤0.01% | 1421 |
|
|
2020
Q3 | $59K | Hold |
644
| – | – | ﹤0.01% | 1225 |
|
|
2020
Q2 | $53K | Buy |
644
+1
| +0.2% | +$82 | ﹤0.01% | 1191 |
|
|
2020
Q1 | $47K | Buy |
643
+160
| +33% | +$11.7K | ﹤0.01% | 1142 |
|
|
2019
Q4 | $47K | Buy |
483
+1
| +0.2% | +$97 | ﹤0.01% | 1278 |
|
|
2019
Q3 | $44K | Buy |
+482
| New | +$44K | ﹤0.01% | 1425 |
|
|
2019
Q1 | – | Sell |
-816
| Closed | -$63K | – | 2659 |
|
|
2018
Q4 | $63K | Buy |
816
+1
| +0.1% | +$77 | ﹤0.01% | 1454 |
|
|
2018
Q3 | $76K | Sell |
815
-134
| -14% | -$12.5K | ﹤0.01% | 1640 |
|
|
2018
Q2 | $83K | Buy |
949
+100
| +12% | +$8.75K | ﹤0.01% | 1573 |
|
|
2018
Q1 | $79K | Hold |
849
| – | – | ﹤0.01% | 1523 |
|
|
2017
Q4 | $79K | Hold |
849
| – | – | ﹤0.01% | 1520 |
|
|
2017
Q3 | $75K | Buy |
849
+40
| +5% | +$3.53K | ﹤0.01% | 1711 |
|
|
2017
Q2 | $68K | Hold |
809
| – | – | ﹤0.01% | 1749 |
|
|
2017
Q1 | $65K | Buy |
809
+200
| +33% | +$16.1K | ﹤0.01% | 1755 |
|
|
2016
Q4 | $46K | Buy |
609
+309
| +103% | +$23.3K | ﹤0.01% | 1920 |
|
|
2016
Q3 | $22K | Hold |
300
| – | – | ﹤0.01% | 2321 |
|
|
2016
Q2 | $21K | Buy |
+300
| New | +$21K | ﹤0.01% | 2299 |
|