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Able Wealth Management’s iShares Global Financials ETF IXG Stock Holding History

Able Wealth Management’s Portfolio IXG Stock Details IXG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-40
Closed -$3.16K – 332
2023
Q4 		$3.16K Buy
+40
New +$2.92K ﹤0.01% 400

Other funds holding IXG

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
LWL
Leo Wealth LLC Hurst, Texas $1.38B AUM 17.29% 1-Year Est. Return
SL
Salomon & Ludwin Richmond, Virginia $1.12B AUM 14.38% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
AIC
Ayalon Insurance Company Ramat Gan, Israel $815M AUM 33.1% 1-Year Est. Return
MD
Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

Able Wealth Management's IXG Position: Q1 2024 in Review

Able Wealth Management sold out of iShares Global Financials ETF (IXG) in Q1 2024, closing a stake of 40 shares — an estimated $3.16K sold.

Able Wealth Management first reported a position in IXG in Q4 2023 and held it in 1 quarter. The position peaked at $3.16K in Q4 2023. 114 funds tracked by Wall St. Rank hold IXG as of Q1 2024.

  • Able Wealth Management reported no remaining iShares Global Financials ETF position as of Q1 2024 after selling out during the quarter.
  • Able Wealth Management sold 40 iShares Global Financials ETF shares in Q1 2024, an estimated $3.16K.
  • Able Wealth Management first reported a position in iShares Global Financials ETF in Q4 2023 and held it in 1 quarter.
  • Able Wealth Management's iShares Global Financials ETF position peaked at $3.16K in Q4 2023.
  • 114 funds tracked by Wall St. Rank held iShares Global Financials ETF as of Q1 2024.

Based on Able Wealth Management's 13F filing for Q1 2024, filed 1 Nov 2024.