Strategic Investment Solutions’s iShares Global Utilities ETF JXI Stock Holding History

Strategic Investment Solutions’s Portfolio JXI Stock Details JXI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$201K	Buy	2,367 +1	+0%	+$86	0.05%	151
2026 Q1	$204K	Hold	2,366	–	–	0.05%	145
2025 Q4	$186K	Buy	2,366 +1	+0%	+$80	0.04%	137
2025 Q3	$184K	Hold	2,365	–	–	0.05%	140
2025 Q2	$174K	Buy	2,365 +101	+4%	+$7.21K	0.05%	132
2025 Q1	$156K	Hold	2,264	–	–	0.05%	120
2024 Q4	$145K	Sell	2,264 -179	-7%	-$12.2K	0.05%	115
2024 Q3	$173K	Buy	2,443 +100	+4%	+$6.52K	0.05%	104
2024 Q2	$138K	Buy	+2,343	New	+$143K	0.04%	113
2023 Q4	$143K	Sell	2,438 -150,904	-98%	-$8.48M	0.02%	253
2023 Q3	$8.95M	Buy	153,342 +150,412	+5,134%	+$8.78M	0.11%	100
2023 Q2	$173K	Hold	2,930	–	–	0.04%	157
2023 Q1	$177K	Buy	+2,930	New	+$174K	0.03%	194

Other funds holding JXI

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

FDCDDQ

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $32.7B AUM 35.71% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

NAM

NTV Asset Management Charleston, West Virginia $1.02B AUM 31.16% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Strategic Investment Solutions's JXI Position: Q2 2026 in Review

Strategic Investment Solutions increased its iShares Global Utilities ETF (JXI) stake by 0.04% in Q2 2026, buying an estimated $86 and bringing the position to 2,367 shares worth $201K. The position accounts for 0.05% of the portfolio, ranked #151.

Strategic Investment Solutions first reported a position in JXI in Q1 2023 and has held it in 13 quarters since. The position peaked at $8.95M in Q3 2023. 80 funds tracked by Wall St. Rank hold JXI as of Q2 2026.

Strategic Investment Solutions held 2,367 shares of iShares Global Utilities ETF worth $201K as of Q2 2026.
Strategic Investment Solutions bought 1 iShares Global Utilities ETF share in Q2 2026, an estimated $86.
iShares Global Utilities ETF made up 0.05% of Strategic Investment Solutions's portfolio in Q2 2026, its #151 holding.
Strategic Investment Solutions first reported a position in iShares Global Utilities ETF in Q1 2023 and has held it in 13 quarters since.
Strategic Investment Solutions's iShares Global Utilities ETF position peaked at $8.95M in Q3 2023.
80 funds tracked by Wall St. Rank held iShares Global Utilities ETF as of Q2 2026.

Based on Strategic Investment Solutions's 13F filing for Q2 2026, filed 8 Jul 2026.