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

Apollon 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
2023 Q2	–	Sell	-14,251	Closed	-$983K	–	974
2023 Q1	$983K	Buy	14,251 +2,280	+19%	+$166K	0.06%	334
2022 Q4	$841K	Buy	+11,971	New	+$818K	0.06%	352
2022 Q1	–	Sell	-12,643	Closed	-$1.01M	–	795
2021 Q4	$1.01M	Buy	+12,643	New	+$1.02M	0.08%	271
2020 Q3	–	Sell	-126	Closed	-$7K	–	425
2020 Q2	$7K	Buy	+126	New	+$6.34K	﹤0.01%	529

Other funds holding IXG

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Leo Brokerage Hurst, Texas $876M AUM

Salomon & Ludwin Richmond, Virginia $1.22B AUM 19.42% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

AIC

Ayalon Insurance Company Ramat Gan, Israel $815M AUM 33.1% 1-Year Est. Return

SWM

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

CWM

Centurion Wealth Management Mclean, Virginia $418M AUM 23.14% 1-Year Est. Return

Apollon Wealth Management's IXG Position: Q2 2023 in Review

Apollon Wealth Management sold out of iShares Global Financials ETF (IXG) in Q2 2023, closing a stake of 14,251 shares — an estimated $983K sold.

Apollon Wealth Management first reported a position in IXG in Q2 2020 and held it in 4 quarters. The position peaked at $1.01M in Q4 2021. 121 funds tracked by Wall St. Rank hold IXG as of Q2 2023.

Apollon Wealth Management reported no remaining iShares Global Financials ETF position as of Q2 2023 after selling out during the quarter.
Apollon Wealth Management sold 14,251 iShares Global Financials ETF shares in Q2 2023, an estimated $983K.
Apollon Wealth Management first reported a position in iShares Global Financials ETF in Q2 2020 and held it in 4 quarters.
Apollon Wealth Management's iShares Global Financials ETF position peaked at $1.01M in Q4 2021.
121 funds tracked by Wall St. Rank held iShares Global Financials ETF as of Q2 2023.

Based on Apollon Wealth Management's 13F filing for Q2 2023, filed 4 Aug 2023.