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Ancora Advisors’s iShares Global Financials ETF IXG Stock Holding History

Ancora Advisors’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
2025
Q1 		– Sell
-4
Closed -$384 – 1822
2024
Q4 		$384 Sell
4
-50
-93% -$4.88K ﹤0.01% 1691
2024
Q3 		$5.11K Hold
54
– – ﹤0.01% 1442
2024
Q2 		$4.59K Hold
54
– – ﹤0.01% 1455
2024
Q1 		$4.68K Sell
54
-19
-26% -$1.54K ﹤0.01% 1452
2023
Q4 		$5.74K Sell
73
-2
-3% -$146 ﹤0.01% 1377
2023
Q3 		$5.28K Hold
75
– – ﹤0.01% 1384
2023
Q2 		$5.37K Sell
75
-93
-55% -$6.54K ﹤0.01% 1373
2023
Q1 		$11.6K Sell
168
-116
-41% -$8.46K ﹤0.01% 1243
2022
Q4 		$20K Sell
284
-64
-18% -$4.37K ﹤0.01% 1182
2022
Q3 		$21K Sell
348
-125
-26% -$8.38K ﹤0.01% 1317
2022
Q2 		$31K Sell
473
-435
-48% -$31.4K ﹤0.01% 1317
2022
Q1 		$72K Sell
908
-1,981
-69% -$160K ﹤0.01% 1124
2021
Q4 		$231K Buy
2,889
+543
+23% +$44K 0.01% 760
2021
Q3 		$184K Buy
2,346
+372
+19% +$29.1K ﹤0.01% 805
2021
Q2 		$153K Buy
+1,974
New +$154K ﹤0.01% 811

Other funds holding IXG

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JBA
Johnson Bixby & Associates Vancouver, Washington $896M AUM 16.62% 1-Year Est. Return
CIM
Cambria Investment Management Manhattan Beach, California $1.79B AUM 28.1% 1-Year Est. Return
BS
Banco Santander Madrid, Spain $12.4B AUM 29.42% 1-Year Est. Return
SL
Salomon & Ludwin Richmond, Virginia $1.12B AUM 14.38% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Ancora Advisors's IXG Position: Q1 2025 in Review

Ancora Advisors sold out of iShares Global Financials ETF (IXG) in Q1 2025, closing a stake of 4 shares — an estimated $384 sold.

Ancora Advisors first reported a position in IXG in Q2 2021 and held it in 15 quarters. The position peaked at $231K in Q4 2021. 127 funds tracked by Wall St. Rank hold IXG as of Q1 2025.

  • Ancora Advisors reported no remaining iShares Global Financials ETF position as of Q1 2025 after selling out during the quarter.
  • Ancora Advisors sold 4 iShares Global Financials ETF shares in Q1 2025, an estimated $384.
  • Ancora Advisors first reported a position in iShares Global Financials ETF in Q2 2021 and held it in 15 quarters.
  • Ancora Advisors's iShares Global Financials ETF position peaked at $231K in Q4 2021.
  • 127 funds tracked by Wall St. Rank held iShares Global Financials ETF as of Q1 2025.

Based on Ancora Advisors's 13F filing for Q1 2025, filed 15 May 2025.