Integrated Wealth Concepts’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 | $305K | Buy |
2,755
+282
| +11% | +$31.3K | ﹤0.01% | 1537 |
|
|
2025
Q1 | $255K | Buy |
2,473
+253
| +11% | +$26.1K | ﹤0.01% | 1498 |
|
|
2024
Q4 | $213K | Hold |
2,220
| – | – | ﹤0.01% | 1571 |
|
|
2024
Q3 | $210K | Buy |
+2,220
| New | +$210K | ﹤0.01% | 1538 |
|
|
2022
Q1 | – | Sell |
-112,006
| Closed | -$8.97M | – | 1004 |
|
|
2021
Q4 | $8.97M | Sell |
112,006
-24,583
| -18% | -$1.97M | 0.27% | 77 |
|
|
2021
Q3 | $10.7M | Buy |
136,589
+34,591
| +34% | +$2.71M | 0.35% | 63 |
|
|
2021
Q2 | $7.92M | Buy |
+101,998
| New | +$7.92M | 0.28% | 77 |
|