WealthShield Partners’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
Q1 | – | Sell |
-6
| Closed | -$576 | – | 543 |
|
|
2024
Q4 | $576 | Hold |
6
| – | – | ﹤0.01% | 489 |
|
|
2024
Q3 | $567 | Hold |
6
| – | – | ﹤0.01% | 483 |
|
|
2024
Q2 | $510 | Sell |
6
-10
| -63% | -$850 | ﹤0.01% | 466 |
|
|
2024
Q1 | $1.36K | Hold |
16
| – | – | ﹤0.01% | 471 |
|
|
2023
Q4 | $1.24K | Sell |
16
-430
| -96% | -$33.2K | ﹤0.01% | 470 |
|
|
2023
Q3 | $31.4K | Sell |
446
-96
| -18% | -$6.76K | ﹤0.01% | 392 |
|
|
2023
Q2 | $38.8K | Sell |
542
-94
| -15% | -$6.72K | 0.01% | 394 |
|
|
2023
Q1 | $43.9K | Buy |
+636
| New | +$43.9K | 0.01% | 386 |
|
|
2022
Q1 | – | Sell |
-20,873
| Closed | -$1.67M | – | 357 |
|
|
2021
Q4 | $1.67M | Sell |
20,873
-6,082
| -23% | -$487K | 0.28% | 76 |
|
|
2021
Q3 | $2.12M | Sell |
26,955
-29,682
| -52% | -$2.33M | 0.57% | 46 |
|
|
2021
Q2 | $4.4M | Buy |
+56,637
| New | +$4.4M | 0.69% | 41 |
|