Waverly Advisors’s iShares Global Financials ETF IXG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $258K | Hold |
2,327
| – | – | ﹤0.01% | 1026 |
|
|
2025
Q1 | $240K | Hold |
2,327
| – | – | ﹤0.01% | 1001 |
|
|
2024
Q4 | $224K | Hold |
2,327
| – | – | ﹤0.01% | 896 |
|
|
2024
Q3 | $220K | Buy |
+2,327
| New | +$220K | ﹤0.01% | 756 |
|
|
2024
Q2 | – | Sell |
-2,327
| Closed | -$202K | – | 817 |
|
|
2024
Q1 | $202K | Buy |
+2,327
| New | +$202K | ﹤0.01% | 656 |
|