Spire Wealth Management’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 | $178K | Sell |
1,607
-1,109
| -41% | -$123K | 0.01% | 796 |
|
|
2025
Q1 | $280K | Sell |
2,716
-107
| -4% | -$11K | 0.01% | 733 |
|
|
2024
Q4 | $271K | Sell |
2,823
-111
| -4% | -$10.7K | 0.01% | 733 |
|
|
2024
Q3 | $277K | Sell |
2,934
-45
| -2% | -$4.26K | 0.01% | 652 |
|
|
2024
Q2 | $253K | Sell |
2,979
-282
| -9% | -$24K | 0.01% | 659 |
|
|
2024
Q1 | $283K | Sell |
3,261
-3,172
| -49% | -$275K | 0.01% | 678 |
|
|
2023
Q4 | $502K | Sell |
6,433
-39,459
| -86% | -$3.08M | 0.02% | 515 |
|
|
2023
Q3 | $3.23M | Buy |
45,892
+56
| +0.1% | +$3.95K | 0.12% | 182 |
|
|
2023
Q2 | $3.28M | Buy |
45,836
+1,048
| +2% | +$75K | 0.12% | 170 |
|
|
2023
Q1 | $3.09M | Buy |
44,788
+15,855
| +55% | +$1.09M | 0.12% | 160 |
|
|
2022
Q4 | $2.03M | Buy |
28,933
+4,750
| +20% | +$334K | 0.11% | 155 |
|
|
2022
Q3 | $1.48M | Sell |
24,183
-17,825
| -42% | -$1.09M | 0.09% | 160 |
|
|
2022
Q2 | $2.76M | Sell |
42,008
-34,492
| -45% | -$2.27M | 0.11% | 168 |
|
|
2022
Q1 | $6.28M | Sell |
76,500
-15,740
| -17% | -$1.29M | 0.17% | 136 |
|
|
2021
Q4 | $7.39M | Sell |
92,240
-2,123
| -2% | -$170K | 0.16% | 143 |
|
|
2021
Q3 | $7.43M | Sell |
94,363
-968
| -1% | -$76.2K | 0.2% | 129 |
|
|
2021
Q2 | $7.4M | Buy |
+95,331
| New | +$7.4M | 0.2% | 131 |
|