Steward Partners Investment Advisory’s iShares Global Financials ETF IXG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $82.4K | Buy |
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|
2025
Q2 | $66.4K | Sell |
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|
2025
Q1 | $67.7K | Buy |
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|
2024
Q4 | $54.8K | Hold |
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|
2024
Q3 | $54K | Hold |
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|
2024
Q2 | $48.6K | Hold |
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|
2024
Q1 | $49.5K | Hold |
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|
2023
Q4 | $44.9K | Buy |
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|
2023
Q3 | $18K | Sell |
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|
2023
Q2 | $32.4K | Sell |
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|
2023
Q1 | $32.8K | Buy |
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|
2022
Q4 | $31.8K | Hold |
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|
2022
Q3 | $28K | Sell |
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|
2022
Q2 | $486K | Sell |
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|
2022
Q1 | $598K | Sell |
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|
2021
Q4 | $2.11M | Sell |
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|
2021
Q3 | $2.65M | Sell |
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|
2021
Q2 | $2.94M | Buy |
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|
2021
Q1 | $14.7K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $500K | Buy |
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|
2020
Q1 | $406K | Buy |
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|
2019
Q4 | $540K | Buy |
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|
2019
Q3 | $408K | Buy |
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|
2019
Q2 | $337K | Buy |
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