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Juncture Wealth Strategies’s iShares Global Financials ETF IXG Stock Holding History

Juncture Wealth Strategies’s Portfolio IXG Stock Details IXG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-3,325
Closed -$216K – 115
2020
Q4 		$216K Buy
+3,325
New +$198K 0.14% 103
2020
Q1 		– Sell
-3,280
Closed -$226K – 94
2019
Q4 		$226K Sell
3,280
-438
-12% -$29.1K 0.18% 96
2019
Q3 		$238K Sell
3,718
-1,620
-30% -$102K 0.21% 94
2019
Q2 		$342K Sell
5,338
-961
-15% -$61.3K 0.28% 89
2019
Q1 		$387K Sell
6,299
-877
-12% -$53.9K 0.3% 87
2018
Q4 		$408K Sell
7,176
-1,623
-18% -$99.8K 0.28% 73
2018
Q3 		$579K Sell
8,799
-781
-8% -$51.7K 0.3% 70
2018
Q2 		$614K Buy
9,580
+377
+4% +$25.7K 0.33% 63
2018
Q1 		$637K Sell
9,203
-488
-5% -$35.1K 0.36% 63
2017
Q4 		$678K Sell
9,691
-1,852
-16% -$126K 0.38% 63
2017
Q3 		$770K Sell
11,543
-6,008
-34% -$390K 0.43% 55
2017
Q2 		$1.11M Buy
17,551
+1,695
+11% +$104K 0.64% 39
2017
Q1 		$966K Sell
15,856
-562
-3% -$33.9K 0.59% 44
2016
Q4 		$949K Sell
16,418
-2,815
-15% -$155K 0.66% 42
2016
Q3 		$982K Sell
19,233
-976
-5% -$49.1K 0.66% 40
2016
Q2 		$966K Buy
20,209
+446
+2% +$22.2K 0.69% 39
2016
Q1 		$973K Buy
19,763
+908
+5% +$43.1K 0.72% 37
2015
Q4 		$999K Buy
18,855
+502
+3% +$27.1K 0.75% 31
2015
Q3 		$944K Buy
+18,353
New +$1.02M 0.76% 25

Other funds holding IXG

Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BBVA
Banco Bilbao Vizcaya Argentaria Madrid, Spain $14.3B AUM 26.23% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
AIC
Ayalon Insurance Company Ramat Gan, Israel $815M AUM 33.1% 1-Year Est. Return
SL
Salomon & Ludwin Richmond, Virginia $1.12B AUM 14.38% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Juncture Wealth Strategies's IXG Position: Q1 2021 in Review

Juncture Wealth Strategies sold out of iShares Global Financials ETF (IXG) in Q1 2021, closing a stake of 3,325 shares — an estimated $216K sold.

Juncture Wealth Strategies first reported a position in IXG in Q3 2015 and held it in 19 quarters. The position peaked at $1.11M in Q2 2017. 66 funds tracked by Wall St. Rank hold IXG as of Q1 2021.

  • Juncture Wealth Strategies reported no remaining iShares Global Financials ETF position as of Q1 2021 after selling out during the quarter.
  • Juncture Wealth Strategies sold 3,325 iShares Global Financials ETF shares in Q1 2021, an estimated $216K.
  • Juncture Wealth Strategies first reported a position in iShares Global Financials ETF in Q3 2015 and held it in 19 quarters.
  • Juncture Wealth Strategies's iShares Global Financials ETF position peaked at $1.11M in Q2 2017.
  • 66 funds tracked by Wall St. Rank held iShares Global Financials ETF as of Q1 2021.

Based on Juncture Wealth Strategies's 13F filing for Q1 2021, filed 15 Apr 2021.