The Family Firm’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
Q2 | – | Sell |
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|
2025
Q1 | $514K | Sell |
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|
2024
Q4 | $504K | Sell |
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|
2024
Q3 | $528K | Hold |
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|
2024
Q2 | $475K | Buy |
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|
2024
Q1 | $478K | Hold |
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|
2023
Q4 | $434K | Buy |
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|
2023
Q3 | $384K | Sell |
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|
2023
Q2 | $415K | Buy |
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|
2023
Q1 | $394K | Hold |
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|
2022
Q4 | $401K | Sell |
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|
2022
Q3 | $353K | Hold |
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|
2022
Q2 | $378K | Buy |
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|
2022
Q1 | $447K | Buy |
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|
2021
Q4 | $450K | Buy |
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|
2021
Q3 | $469K | Sell |
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|
2021
Q2 | $668K | Buy |
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|
2021
Q1 | $630K | Buy |
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|
2020
Q4 | $560K | Sell |
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|
2020
Q3 | $449K | Sell |
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|
2020
Q2 | $443K | Sell |
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|
2020
Q1 | $422K | Buy |
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|
2019
Q4 | $426K | Buy |
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|
2019
Q3 | $393K | Sell |
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|
2019
Q2 | $413K | Sell |
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|
2019
Q1 | $401K | Sell |
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|
2018
Q4 | $384K | Buy |
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|
2018
Q3 | $375K | Hold |
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|
2018
Q2 | $365K | Buy |
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|
2018
Q1 | $374K | Buy |
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