Rise Advisors’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 | $7.97K | Buy |
72
+1
| +1% | +$111 | ﹤0.01% | 1095 |
|
|
2025
Q1 | $7.31K | Buy |
+71
| New | +$7.31K | ﹤0.01% | 1126 |
|
|
2024
Q4 | – | Sell |
-351
| Closed | -$33.2K | – | 1169 |
|
|
2024
Q3 | $33.2K | Hold |
351
| – | – | 0.02% | 361 |
|
|
2024
Q2 | $29.9K | Buy |
351
+6
| +2% | +$510 | 0.02% | 377 |
|
|
2024
Q1 | $2.99K | Hold |
345
| – | – | ﹤0.01% | 1117 |
|
|
2023
Q4 | $27.1K | Buy |
345
+4
| +1% | +$314 | 0.02% | 222 |
|
|
2023
Q3 | $24K | Hold |
341
| – | – | 0.02% | 212 |
|
|
2023
Q2 | $24.4K | Buy |
341
+6
| +2% | +$429 | 0.02% | 217 |
|
|
2023
Q1 | $23.2K | Hold |
335
| – | – | 0.02% | 232 |
|
|
2022
Q4 | $23.6K | Buy |
335
+5
| +2% | +$352 | 0.02% | 227 |
|
|
2022
Q3 | $20K | Hold |
330
| – | – | 0.02% | 245 |
|
|
2022
Q2 | $22K | Buy |
330
+7
| +2% | +$467 | 0.02% | 228 |
|
|
2022
Q1 | $26K | Hold |
323
| – | – | 0.02% | 216 |
|
|
2021
Q4 | $25.8K | Buy |
+323
| New | +$25.8K | 0.02% | 215 |
|