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

Avior 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
2026 Q2	$11.3M	Sell	90,560 -1,613	-2%	-$196K	0.3%	79
2026 Q1	$10.5M	Buy	+92,173	New	+$10.9M	0.3%	77
2022 Q4	–	Sell	-9	Closed	–	–	1312
2022 Q3	$0	Sell	9 -20	-69%	-$1.34K	﹤0.01%	1222
2022 Q2	$1K	Hold	29	–	–	﹤0.01%	1000
2022 Q1	$2K	Sell	29 -223	-88%	-$18K	﹤0.01%	983
2021 Q4	$20K	Sell	252 -110	-30%	-$8.91K	﹤0.01%	706
2021 Q3	$28K	Buy	362 +358	+8,950%	+$28K	﹤0.01%	616
2021 Q2	$0	Buy	+4	New	+$312	﹤0.01%	1090

Other funds holding IXG

Sentinel Trust Houston, Texas $1.13B AUM 24.31% 1-Year Est. Return

Decision Investments San Diego, California $110M AUM

FWA

FSM Wealth Advisors Cleveland, Ohio $939M AUM 22.84% 1-Year Est. Return

JBA

Johnson Bixby & Associates Vancouver, Washington $896M AUM 16.62% 1-Year Est. Return

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

NWM

Nova Wealth Management Bonita Springs, Florida $181M AUM 27.89% 1-Year Est. Return

C1AG

Client 1st Advisory Group Dunedin, Florida $384M AUM 22.43% 1-Year Est. Return

SWM

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

CSB

City State Bank Norwalk, Iowa $436M AUM 32.32% 1-Year Est. Return

HIA

Harbor Investment Advisory Lutherville, Maryland $1.43B AUM 30.71% 1-Year Est. Return

Avior Wealth Management's IXG Position: Q2 2026 in Review

Avior Wealth Management reduced its iShares Global Financials ETF (IXG) stake by 1.7% in Q2 2026, selling an estimated $196K and leaving 90,560 shares worth $11.3M. The position accounts for 0.3% of the portfolio, ranked #79.

Avior Wealth Management first reported a position in IXG in Q2 2021 and has held it in 8 quarters since. 17 funds tracked by Wall St. Rank hold IXG as of Q2 2026.

Avior Wealth Management held 90,560 shares of iShares Global Financials ETF worth $11.3M as of Q2 2026.
Avior Wealth Management sold 1,613 iShares Global Financials ETF shares in Q2 2026, an estimated $196K.
iShares Global Financials ETF made up 0.3% of Avior Wealth Management's portfolio in Q2 2026, its #79 holding.
Avior Wealth Management first reported a position in iShares Global Financials ETF in Q2 2021 and has held it in 8 quarters since.
17 funds tracked by Wall St. Rank held iShares Global Financials ETF as of Q2 2026.

Based on Avior Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.