Blue Trust Inc
IXG icon

Blue Trust Inc’s iShares Global Financials ETF IXG Stock Holding History

Blue Trust Inc’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 		$81.8K Buy
644
+600
+1,364% +$79.3K ﹤0.01% 1072
2026
Q2 		$5.48K Hold
44
– – ﹤0.01% 2010
2026
Q1 		$5.02K Hold
44
– – ﹤0.01% 1982
2025
Q4 		$5.32K Hold
44
– – ﹤0.01% 1985
2025
Q3 		$5.13K Hold
44
– – ﹤0.01% 1990
2025
Q2 		$4.88K Hold
44
– – ﹤0.01% 2006
2025
Q1 		$4.53K Hold
44
– – ﹤0.01% 2115
2024
Q4 		$4.23K Hold
44
– – ﹤0.01% 2117
2024
Q3 		$3.74K Buy
+44
New +$3.96K ﹤0.01% 2459
2024
Q2 		– Hold
0
– – – 2695
2024
Q1 		– Sell
-113
Closed -$9.18K – 2147
2023
Q4 		$8K Hold
113
– – ﹤0.01% 1662
2023
Q3 		$8K Sell
113
-1,705
-94% -$124K ﹤0.01% 1479
2023
Q2 		$125K Sell
1,818
-72
-4% -$5.06K ﹤0.01% 456
2023
Q1 		$133K Sell
1,890
-4,511
-70% -$329K ﹤0.01% 674
2022
Q4 		$393K Buy
6,401
+2,643
+70% +$181K 0.01% 297
2022
Q3 		$247K Sell
3,758
-5,276
-58% -$354K ﹤0.01% 311
2022
Q2 		$718K Buy
+9,034
New +$653K 0.01% 165

Other funds holding IXG

Avior Wealth Management
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
WA
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
DI
Decision Investments San Diego, California $110M AUM 52.83% 1-Year Est. Return
Unique Wealth
Unique Wealth Clearwater, Florida $877M AUM 13.76% 1-Year Est. Return
Johnson Bixby & Associates
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
Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Harbor Investment Advisory
Harbor Investment Advisory Lutherville, Maryland $1.47B AUM 24.2% 1-Year Est. Return

Blue Trust Inc's IXG Position: Q3 2026 in Review

Blue Trust Inc increased its iShares Global Financials ETF (IXG) stake by 1,364% in Q3 2026, buying an estimated $79.3K and bringing the position to 644 shares worth $81.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1072.

Blue Trust Inc first reported a position in IXG in Q2 2022 and has held it in 16 quarters since. The position peaked at $718K in Q2 2022. 16 funds tracked by Wall St. Rank hold IXG as of Q3 2026.

  • Blue Trust Inc held 644 shares of iShares Global Financials ETF worth $81.8K as of Q3 2026.
  • Blue Trust Inc bought 600 iShares Global Financials ETF shares in Q3 2026, an estimated $79.3K.
  • iShares Global Financials ETF made up ﹤0.01% of Blue Trust Inc's portfolio in Q3 2026, its #1072 holding.
  • Blue Trust Inc first reported a position in iShares Global Financials ETF in Q2 2022 and has held it in 16 quarters since.
  • Blue Trust Inc's iShares Global Financials ETF position peaked at $718K in Q2 2022.
  • 16 funds tracked by Wall St. Rank held iShares Global Financials ETF as of Q3 2026.

Based on Blue Trust Inc's 13F filing for Q3 2026, filed 15 Oct 2026.