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

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

CAS

Coppell Advisory Solutions Coppell, Texas $1.21B AUM 20.39% 1-Year Est. Return

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

Banco Santander Madrid, Spain $16.1B AUM 35.02% 1-Year Est. Return

DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return

FDCDDQ

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $32.7B AUM 35.71% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 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. 128 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.
128 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.