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Arax Advisory Partners’s iShares Global Financials ETF IXG Stock Holding History

Arax Advisory Partners’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 		$30.1K Sell
264
-88
-25% -$10.5K ﹤0.01% 1895
2025
Q4 		$42.5K Buy
+352
New +$41K ﹤0.01% 1693
2025
Q3 		– Sell
-207
Closed -$22.9K – 3981
2025
Q2 		$22.9K Hold
207
– – ﹤0.01% 1601
2025
Q1 		$21.3K Buy
207
+38
+22% +$3.86K ﹤0.01% 1283
2024
Q4 		$16.2K Buy
169
+61
+56% +$5.95K ﹤0.01% 1291
2024
Q3 		$10.2K Hold
108
– – ﹤0.01% 1404
2024
Q2 		$9.19K Buy
+108
New +$9.24K ﹤0.01% 1303

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

Arax Advisory Partners's IXG Position: Q1 2026 in Review

Arax Advisory Partners reduced its iShares Global Financials ETF (IXG) stake by 25% in Q1 2026, selling an estimated $10.5K and leaving 264 shares worth $30.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1895.

Arax Advisory Partners first reported a position in IXG in Q2 2024 and has held it in 7 quarters since. The position peaked at $42.5K in Q4 2025. 136 funds tracked by Wall St. Rank hold IXG as of Q1 2026.

  • Arax Advisory Partners held 264 shares of iShares Global Financials ETF worth $30.1K as of Q1 2026.
  • Arax Advisory Partners sold 88 iShares Global Financials ETF shares in Q1 2026, an estimated $10.5K.
  • iShares Global Financials ETF made up ﹤0.01% of Arax Advisory Partners's portfolio in Q1 2026, its #1895 holding.
  • Arax Advisory Partners first reported a position in iShares Global Financials ETF in Q2 2024 and has held it in 7 quarters since.
  • Arax Advisory Partners's iShares Global Financials ETF position peaked at $42.5K in Q4 2025.
  • 136 funds tracked by Wall St. Rank held iShares Global Financials ETF as of Q1 2026.

Based on Arax Advisory Partners's 13F filing for Q1 2026, filed 13 May 2026.