Jones Financial Companies’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
$360K Buy
3,262
+1,145
+54% +$127K ﹤0.01% 1411
2025
Q1
$217K Buy
2,117
+342
+19% +$35.1K ﹤0.01% 1467
2024
Q4
$171K Buy
1,775
+199
+13% +$19.1K ﹤0.01% 1421
2024
Q3
$149K Buy
1,576
+397
+34% +$37.5K ﹤0.01% 1254
2024
Q2
$100K Buy
+1,179
New +$100K ﹤0.01% 1044
2013
Q3
Sell
-285
Closed -$14K 783
2013
Q2
$14K Buy
+285
New +$14K ﹤0.01% 539