Kestra Advisory Services’s iShares Global Utilities ETF JXI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.26M | Buy |
57,783
+40,332
| +231% | +$2.98M | 0.02% | 714 |
|
|
2025
Q1 | $1.21M | Sell |
17,451
-44,768
| -72% | -$3.09M | 0.01% | 1276 |
|
|
2024
Q4 | $3.99M | Buy |
62,219
+47,267
| +316% | +$3.03M | 0.02% | 663 |
|
|
2024
Q3 | $1.06M | Sell |
14,952
-43,408
| -74% | -$3.07M | 0.01% | 1291 |
|
|
2024
Q2 | $851K | Buy |
58,360
+36,258
| +164% | +$529K | ﹤0.01% | 1416 |
|
|
2024
Q1 | $1.31M | Buy |
22,102
+14,766
| +201% | +$872K | 0.01% | 1086 |
|
|
2023
Q4 | $429K | Buy |
+7,336
| New | +$429K | ﹤0.01% | 1614 |
|
|
2021
Q1 | – | Sell |
-12,401
| Closed | -$739K | – | 1958 |
|
|
2020
Q4 | $739K | Buy |
+12,401
| New | +$739K | 0.01% | 1013 |
|