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Advisornet Financial’s iShares Global Financials ETF IXG Stock Holding History

Advisornet Financial’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
2026
Q2 		– Sell
-104
Closed -$11.8K – 2333
2026
Q1 		$11.8K Hold
104
– – ﹤0.01% 1487
2025
Q4 		$12.5K Sell
104
-8
-7% -$932 ﹤0.01% 1476
2025
Q3 		$13K Hold
112
– – ﹤0.01% 1438
2025
Q2 		$12.4K Buy
112
+2
+2% +$210 ﹤0.01% 1422
2025
Q1 		$11.4K Hold
110
– – ﹤0.01% 1373
2024
Q4 		$10.6K Sell
110
-290
-73% -$28.3K ﹤0.01% 1312
2024
Q3 		$37.8K Sell
400
-8
-2% -$720 ﹤0.01% 999
2024
Q2 		$34.7K Buy
408
+2
+0.5% +$171 ﹤0.01% 936
2024
Q1 		$35.2K Hold
406
– – ﹤0.01% 917
2023
Q4 		$31.9K Sell
406
-43
-10% -$3.14K ﹤0.01% 951
2023
Q3 		$31.6K Sell
449
-3
-0.7% -$218 ﹤0.01% 907
2023
Q2 		$32.3K Sell
452
-26
-5% -$1.83K ﹤0.01% 944
2023
Q1 		$33K Sell
478
-283
-37% -$20.6K ﹤0.01% 914
2022
Q4 		$53.5K Sell
761
-514
-40% -$35.1K 0.01% 771
2022
Q3 		$78K Sell
1,275
-758
-37% -$50.8K 0.01% 722
2022
Q2 		$134K Sell
2,033
-9,034
-82% -$653K 0.01% 594
2022
Q1 		$879K Sell
11,067
-7,977
-42% -$645K 0.05% 272
2021
Q4 		$1.52M Sell
19,044
-4,102
-18% -$332K 0.09% 191
2021
Q3 		$1.82M Sell
23,146
-135
-0.6% -$10.6K 0.13% 153
2021
Q2 		$1.81M Buy
23,281
+23,011
+8,523% +$1.79M 0.12% 165
2021
Q1 		$20K Hold
270
– – ﹤0.01% 1194
2020
Q4 		$18K Hold
270
– – ﹤0.01% 1157
2020
Q3 		$14K Hold
270
– – ﹤0.01% 1188
2020
Q2 		$14K Hold
270
– – ﹤0.01% 1208
2020
Q1 		$13K Hold
270
– – ﹤0.01% 1196
2019
Q4 		$19K Hold
270
– – ﹤0.01% 1201
2019
Q3 		$17K Buy
+270
New +$17K ﹤0.01% 1231

Other funds holding IXG

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CAS
Coppell Advisory Solutions Coppell, Texas $1.21B AUM 20.39% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BS
Banco Santander Madrid, Spain $16.1B AUM 35.02% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $32.7B AUM 35.71% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return

Advisornet Financial's IXG Position: Q2 2026 in Review

Advisornet Financial sold out of iShares Global Financials ETF (IXG) in Q2 2026, closing a stake of 104 shares — an estimated $11.8K sold.

Advisornet Financial first reported a position in IXG in Q3 2019 and held it in 27 quarters. The position peaked at $1.82M in Q3 2021. 128 funds tracked by Wall St. Rank hold IXG as of Q2 2026.

  • Advisornet Financial reported no remaining iShares Global Financials ETF position as of Q2 2026 after selling out during the quarter.
  • Advisornet Financial sold 104 iShares Global Financials ETF shares in Q2 2026, an estimated $11.8K.
  • Advisornet Financial first reported a position in iShares Global Financials ETF in Q3 2019 and held it in 27 quarters.
  • Advisornet Financial's iShares Global Financials ETF position peaked at $1.82M in Q3 2021.
  • 128 funds tracked by Wall St. Rank held iShares Global Financials ETF as of Q2 2026.

Based on Advisornet Financial's 13F filing for Q2 2026, filed 23 Jul 2026.