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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
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 $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
BS
Banco Santander Madrid, Spain $12.4B AUM 29.42% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SL
Salomon & Ludwin Richmond, Virginia $1.12B AUM 14.38% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Advisornet Financial's IXG Position: Q1 2026 in Review

Advisornet Financial held its iShares Global Financials ETF (IXG) position steady in Q1 2026 at 104 shares worth $11.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1487.

Advisornet Financial first reported a position in IXG in Q3 2019 and has held it in 27 quarters since. The position peaked at $1.82M in Q3 2021. 136 funds tracked by Wall St. Rank hold IXG as of Q1 2026.

  • Advisornet Financial held 104 shares of iShares Global Financials ETF worth $11.8K as of Q1 2026.
  • Advisornet Financial left its iShares Global Financials ETF share count unchanged in Q1 2026.
  • iShares Global Financials ETF made up ﹤0.01% of Advisornet Financial's portfolio in Q1 2026, its #1487 holding.
  • Advisornet Financial first reported a position in iShares Global Financials ETF in Q3 2019 and has held it in 27 quarters since.
  • Advisornet Financial's iShares Global Financials ETF position peaked at $1.82M in Q3 2021.
  • 136 funds tracked by Wall St. Rank held iShares Global Financials ETF as of Q1 2026.

Based on Advisornet Financial's 13F filing for Q1 2026, filed 17 Apr 2026.