Salomon & Ludwin’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
$5.62M Sell
50,546
-2,993
-6% -$333K 0.56% 38
2025
Q1
$5.52M Sell
53,539
-76
-0.1% -$7.83K 0.59% 37
2024
Q4
$5.15M Sell
53,615
-4,243
-7% -$408K 0.55% 39
2024
Q3
$5.47M Sell
57,858
-6,102
-10% -$577K 0.56% 36
2024
Q2
$5.44M Sell
63,960
-15,388
-19% -$1.31M 0.61% 38
2024
Q1
$6.87M Sell
79,348
-3,431
-4% -$297K 0.59% 40
2023
Q4
$5.83M Hold
82,779
0.61% 36
2023
Q3
$5.83M Sell
82,779
-192
-0.2% -$13.5K 0.61% 36
2023
Q2
$5.94M Sell
82,971
-1,164
-1% -$83.3K 0.63% 37
2023
Q1
$5.81M Sell
84,135
-255
-0.3% -$17.6K 0.69% 36
2022
Q4
$5.93M Buy
84,390
+18,156
+27% +$1.28M 0.75% 34
2022
Q3
$4.06M Buy
66,234
+348
+0.5% +$21.3K 0.61% 36
2022
Q2
$4.33M Buy
65,886
+2,038
+3% +$134K 0.67% 32
2022
Q1
$5.07M Buy
63,848
+427
+0.7% +$33.9K 0.74% 32
2021
Q4
$5.08M Sell
63,421
-2,185
-3% -$175K 0.72% 33
2021
Q3
$5.15M Buy
65,606
+502
+0.8% +$39.4K 0.8% 31
2021
Q2
$5.05M Sell
65,104
-58
-0.1% -$4.5K 0.79% 32
2021
Q1
$4.78M Buy
65,162
+4
+0% +$294 0.81% 32
2020
Q4
$4.24M Sell
65,158
-890
-1% -$57.9K 0.79% 32
2020
Q3
$3.5M Sell
66,048
-5,622
-8% -$298K 0.73% 32
2020
Q2
$3.74M Buy
71,670
+971
+1% +$50.7K 0.81% 32
2020
Q1
$3.34M Buy
+70,699
New +$3.34M 0.86% 26