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 |
|