SIS
Strategic Investment Solutions’s iShares Global Utilities ETF JXI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $174K | Buy |
2,365
+101
| +4% | +$7.45K | 0.05% | 132 |
|
|
2025
Q1 | $156K | Hold |
2,264
| – | – | 0.05% | 120 |
|
|
2024
Q4 | $145K | Sell |
2,264
-179
| -7% | -$11.5K | 0.05% | 115 |
|
|
2024
Q3 | $173K | Buy |
2,443
+100
| +4% | +$7.07K | 0.05% | 104 |
|
|
2024
Q2 | $138K | Buy |
+2,343
| New | +$138K | 0.04% | 113 |
|
|
2023
Q4 | $143K | Sell |
2,438
-150,904
| -98% | -$8.82M | 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 | +$177K | 0.03% | 194 |
|