The Family Firm’s iShares Global Utilities ETF JXI 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 | $654K | Buy |
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|
2024
Q4 | $607K | Sell |
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|
2024
Q3 | $738K | Sell |
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|
2024
Q2 | $625K | Buy |
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|
2024
Q1 | $609K | Hold |
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|
2023
Q4 | $603K | Buy |
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|
2023
Q3 | $410K | Buy |
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|
2023
Q2 | $382K | Buy |
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|
2023
Q1 | $381K | Hold |
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|
2022
Q4 | $379K | Buy |
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|
2022
Q3 | $340K | Hold |
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|
2022
Q2 | $373K | Buy |
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|
2022
Q1 | $403K | Hold |
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|
2021
Q4 | $396K | Buy |
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|
2021
Q3 | $373K | Hold |
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|
2021
Q2 | $359K | Buy |
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|
2021
Q1 | $315K | Buy |
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|
2020
Q4 | $273K | Buy |
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|
2020
Q3 | $250K | Hold |
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|
2020
Q2 | $237K | Buy |
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|
2020
Q1 | $223K | Hold |
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|
2019
Q4 | $259K | Buy |
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|
2019
Q3 | $254K | Hold |
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|
2019
Q2 | $238K | Buy |
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|
2019
Q1 | $232K | Hold |
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|
2018
Q4 | $211K | Buy |
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|
2018
Q3 | $209K | Hold |
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|
2018
Q2 | $208K | Buy |
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