IFS
JXI icon

Ifrah Financial Services’s iShares Global Utilities ETF JXI Stock Holding History

Ifrah Financial Services’s Portfolio JXI Stock Details JXI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-8,162
Closed -$477K – 222
2023
Q4 		$477K Sell
8,162
-412
-5% -$23.2K 0.14% 113
2023
Q3 		$463K Buy
8,574
+3
+0% +$175 0.14% 115
2023
Q2 		$512K Buy
8,571
+63
+0.7% +$3.84K 0.16% 107
2023
Q1 		$514K Sell
8,508
-7,090
-45% -$420K 0.16% 105
2022
Q4 		$939K Sell
15,598
-116
-0.7% -$6.72K 0.31% 63
2022
Q3 		$861K Sell
15,714
-1,651
-10% -$102K 0.3% 69
2022
Q2 		$1.04M Sell
17,365
-177
-1% -$11.2K 0.34% 60
2022
Q1 		$1.16M Sell
17,542
-4,111
-19% -$257K 0.32% 64
2021
Q4 		$1.4M Buy
21,653
+1,924
+10% +$119K 0.38% 56
2021
Q3 		$1.16M Buy
19,729
+3,500
+22% +$217K 0.33% 62
2021
Q2 		$965K Buy
16,229
+167
+1% +$10.3K 0.28% 71
2021
Q1 		$972K Sell
16,062
-2,399
-13% -$142K 0.29% 67
2020
Q4 		$1.11M Sell
18,461
-257
-1% -$15.3K 0.36% 59
2020
Q3 		$1.05M Sell
18,718
-172
-0.9% -$9.65K 0.38% 57
2020
Q2 		$1.01M Sell
18,890
-388
-2% -$20.4K 0.37% 60
2020
Q1 		$976K Buy
19,278
+2,440
+14% +$141K 0.41% 56
2019
Q4 		$989K Sell
16,838
-12,211
-42% -$704K 0.35% 61
2019
Q3 		$1.7M Buy
29,049
+4,130
+17% +$230K 0.62% 46
2019
Q2 		$1.36M Buy
24,919
+299
+1% +$16.2K 0.5% 48
2019
Q1 		$1.33M Sell
24,620
-61
-0.2% -$3.17K 0.51% 49
2018
Q4 		$1.21M Sell
24,681
-717
-3% -$35.9K 0.51% 51
2018
Q3 		$1.25M Sell
25,398
-252
-1% -$12.5K 0.44% 50
2018
Q2 		$1.26M Buy
+25,650
New +$1.25M 0.45% 50

Other funds holding JXI

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
CBFP
Cedar Brook Financial Partners Cleveland, Ohio $698K AUM 46.64% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Ifrah Financial Services's JXI Position: Q1 2024 in Review

Ifrah Financial Services sold out of iShares Global Utilities ETF (JXI) in Q1 2024, closing a stake of 8,162 shares — an estimated $477K sold.

Ifrah Financial Services first reported a position in JXI in Q2 2018 and held it in 23 quarters. The position peaked at $1.7M in Q3 2019. 52 funds tracked by Wall St. Rank hold JXI as of Q1 2024.

  • Ifrah Financial Services reported no remaining iShares Global Utilities ETF position as of Q1 2024 after selling out during the quarter.
  • Ifrah Financial Services sold 8,162 iShares Global Utilities ETF shares in Q1 2024, an estimated $477K.
  • Ifrah Financial Services first reported a position in iShares Global Utilities ETF in Q2 2018 and held it in 23 quarters.
  • Ifrah Financial Services's iShares Global Utilities ETF position peaked at $1.7M in Q3 2019.
  • 52 funds tracked by Wall St. Rank held iShares Global Utilities ETF as of Q1 2024.

Based on Ifrah Financial Services's 13F filing for Q1 2024, filed 6 May 2024.