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 Q3	$10.9M	Sell	86,097 -4,463	-5%	-$590K	0.29%	79
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

Wealthstar Advisors Plano, Texas $354M AUM 38.71% 1-Year Est. Return

FGWP

Founders Grove Wealth Partners Richmond, Virginia $507M AUM 17.69% 1-Year Est. Return

Decision Investments San Diego, California $110M AUM 52.83% 1-Year Est. Return

Unique Wealth Clearwater, Florida $877M AUM 13.76% 1-Year Est. Return

Johnson Bixby & Associates Vancouver, Washington $916M AUM 10.38% 1-Year Est. Return

MCM

MontVue Capital Management Lynchburg, Virginia $171M AUM 16.62% 1-Year Est. Return

Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Harbor Investment Advisory Lutherville, Maryland $1.47B AUM 24.2% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Avior Wealth Management's IXG Position: Q3 2026 in Review

Avior Wealth Management reduced its iShares Global Financials ETF (IXG) stake by 4.9% in Q3 2026, selling an estimated $590K and leaving 86,097 shares worth $10.9M. The position accounts for 0.29% of the portfolio, ranked #79.

Avior Wealth Management first reported a position in IXG in Q2 2021 and has held it in 9 quarters since. The position peaked at $11.3M in Q2 2026. 16 funds tracked by Wall St. Rank hold IXG as of Q3 2026.

Avior Wealth Management held 86,097 shares of iShares Global Financials ETF worth $10.9M as of Q3 2026.
Avior Wealth Management sold 4,463 iShares Global Financials ETF shares in Q3 2026, an estimated $590K.
iShares Global Financials ETF made up 0.29% of Avior Wealth Management's portfolio in Q3 2026, its #79 holding.
Avior Wealth Management first reported a position in iShares Global Financials ETF in Q2 2021 and has held it in 9 quarters since.
Avior Wealth Management's iShares Global Financials ETF position peaked at $11.3M in Q2 2026.
16 funds tracked by Wall St. Rank held iShares Global Financials ETF as of Q3 2026.

Based on Avior Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.