Brown, Lisle/Cummings’s iShares Global Financials ETF IXG Stock Holding History

Brown, Lisle/Cummings’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	$4.44K	Hold	35	–	–	﹤0.01%	733
2026 Q2	$4.36K	Hold	35	–	–	﹤0.01%	727
2026 Q1	$3.99K	Hold	35	–	–	﹤0.01%	713
2025 Q4	$4.23K	Hold	35	–	–	﹤0.01%	571
2025 Q3	$4.08K	Hold	35	–	–	﹤0.01%	584
2025 Q2	$3.88K	Hold	35	–	–	﹤0.01%	592
2025 Q1	$3.61K	Hold	35	–	–	﹤0.01%	592
2024 Q4	$3.36K	Hold	35	–	–	﹤0.01%	567
2024 Q3	$3.31K	Hold	35	–	–	﹤0.01%	547
2024 Q2	$2.98K	Hold	35	–	–	﹤0.01%	543
2024 Q1	$3.03K	Hold	35	–	–	﹤0.01%	507
2023 Q4	$2.75K	Hold	35	–	–	﹤0.01%	526
2023 Q3	$2.47K	Hold	35	–	–	﹤0.01%	503
2023 Q2	$2.5K	Hold	35	–	–	﹤0.01%	511
2023 Q1	$2.42K	Hold	35	–	–	﹤0.01%	490
2022 Q4	$2.46K	Hold	35	–	–	﹤0.01%	472
2022 Q3	$2.15K	Hold	35	–	–	﹤0.01%	468
2022 Q2	$2.3K	Hold	35	–	–	﹤0.01%	442
2022 Q1	$2.78K	Hold	35	–	–	﹤0.01%	449
2021 Q4	$2.8K	Buy	+35	New	+$2.83K	﹤0.01%	427

Other funds holding IXG

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Salomon & Ludwin Richmond, Virginia $1.21B AUM 12.69% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

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

Sentinel Trust Houston, Texas $1.19B AUM 19.38% 1-Year Est. Return

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

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Brown, Lisle/Cummings's IXG Position: Q3 2026 in Review

Brown, Lisle/Cummings held its iShares Global Financials ETF (IXG) position steady in Q3 2026 at 35 shares worth $4.44K. The position accounts for ﹤0.01% of the portfolio, ranked #733.

Brown, Lisle/Cummings first reported a position in IXG in Q4 2021 and has held it in 20 quarters since. 65 funds tracked by Wall St. Rank hold IXG as of Q3 2026.

Brown, Lisle/Cummings held 35 shares of iShares Global Financials ETF worth $4.44K as of Q3 2026.
Brown, Lisle/Cummings left its iShares Global Financials ETF share count unchanged in Q3 2026.
iShares Global Financials ETF made up ﹤0.01% of Brown, Lisle/Cummings's portfolio in Q3 2026, its #733 holding.
Brown, Lisle/Cummings first reported a position in iShares Global Financials ETF in Q4 2021 and has held it in 20 quarters since.
65 funds tracked by Wall St. Rank held iShares Global Financials ETF as of Q3 2026.

Based on Brown, Lisle/Cummings's 13F filing for Q3 2026, filed 16 Oct 2026.