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BBPWM
Blue Bell Private Wealth Management’s
iShares Global Financials ETF
IXG
Stock Holding History
Blue Bell Private Wealth Management’s Portfolio
IXG Stock Details
IXG Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2026
Q1
$1.71K
Hold
15
–
–
﹤0.01%
660
2025
Q4
$1.81K
Hold
15
–
–
﹤0.01%
650
2025
Q3
$1.75K
Hold
15
–
–
﹤0.01%
653
2025
Q2
$1.66K
Hold
15
–
–
﹤0.01%
641
2025
Q1
$1.54K
Hold
15
–
–
﹤0.01%
640
2024
Q4
$1.44K
Hold
15
–
–
﹤0.01%
606
2024
Q3
$1.42K
Hold
15
–
–
﹤0.01%
629
2024
Q2
$1.28K
Hold
15
–
–
﹤0.01%
658
2024
Q1
$1.3K
Hold
15
–
–
﹤0.01%
664
2023
Q4
$1.18K
Hold
15
–
–
﹤0.01%
663
2023
Q3
$1.06K
Hold
15
–
–
﹤0.01%
627
2023
Q2
$1.07K
Hold
15
–
–
﹤0.01%
635
2023
Q1
$1.03K
Hold
15
–
–
﹤0.01%
610
2022
Q4
$1.05K
Hold
15
–
–
﹤0.01%
630
2022
Q3
$1K
Hold
15
–
–
﹤0.01%
683
2022
Q2
$1K
Hold
15
–
–
﹤0.01%
733
2022
Q1
$1K
Hold
15
–
–
﹤0.01%
797
2021
Q4
$1K
Buy
+15
New
+$1.22K
﹤0.01%
787
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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