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

Aspire 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 Q3	–	Sell	-69	Closed	-$4.94K	–	189
2023 Q2	$4.94K	Hold	69	–	–	﹤0.01%	172
2023 Q1	$4.76K	Sell	69 -1	-1%	-$73	﹤0.01%	170
2022 Q4	$4.89K	Hold	70	–	–	﹤0.01%	172
2022 Q3	$4K	Hold	70	–	–	﹤0.01%	156
2022 Q2	$5K	Sell	70 -3	-4%	-$217	﹤0.01%	162
2022 Q1	$6K	Sell	73 -2,458	-97%	-$199K	﹤0.01%	158
2021 Q4	$203K	Buy	+2,531	New	+$205K	0.16%	85

Other funds holding IXG

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Salomon & Ludwin Richmond, Virginia $1.12B AUM 14.38% 1-Year Est. Return

RBA

Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Aspire Wealth Management's IXG Position: Q3 2023 in Review

Aspire Wealth Management sold out of iShares Global Financials ETF (IXG) in Q3 2023, closing a stake of 69 shares — an estimated $4.94K sold.

Aspire Wealth Management first reported a position in IXG in Q4 2021 and held it in 7 quarters. The position peaked at $203K in Q4 2021. 112 funds tracked by Wall St. Rank hold IXG as of Q3 2023.

Aspire Wealth Management reported no remaining iShares Global Financials ETF position as of Q3 2023 after selling out during the quarter.
Aspire Wealth Management sold 69 iShares Global Financials ETF shares in Q3 2023, an estimated $4.94K.
Aspire Wealth Management first reported a position in iShares Global Financials ETF in Q4 2021 and held it in 7 quarters.
Aspire Wealth Management's iShares Global Financials ETF position peaked at $203K in Q4 2021.
112 funds tracked by Wall St. Rank held iShares Global Financials ETF as of Q3 2023.

Based on Aspire Wealth Management's 13F filing for Q3 2023, filed 30 Oct 2023.