Cambridge Investment Research Advisors
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Cambridge Investment Research Advisors’s iShares Global Financials ETF IXG Stock Holding History

Cambridge Investment Research Advisors’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
Q1 		$239K Sell
2,093
-471
-18% -$55.9K ﹤0.01% 3499
2025
Q4 		$310K Sell
2,564
-380
-13% -$44.3K ﹤0.01% 3168
2025
Q3 		$344K Sell
2,944
-570
-16% -$64.7K ﹤0.01% 2993
2025
Q2 		$389K Sell
3,514
-377
-10% -$39.5K ﹤0.01% 2773
2025
Q1 		$401K Buy
3,891
+342
+10% +$34.7K ﹤0.01% 2637
2024
Q4 		$341K Sell
3,549
-71
-2% -$6.92K ﹤0.01% 2739
2024
Q3 		$342K Sell
3,620
-454
-11% -$40.8K ﹤0.01% 2733
2024
Q2 		$347K Sell
4,074
-748
-16% -$64K ﹤0.01% 2587
2024
Q1 		$418K Sell
4,822
-422
-8% -$34.3K ﹤0.01% 2431
2023
Q4 		$412K Sell
5,244
-1,302
-20% -$95K ﹤0.01% 2347
2023
Q3 		$461K Buy
6,546
+359
+6% +$26K ﹤0.01% 2148
2023
Q2 		$443K Sell
6,187
-2,831
-31% -$199K ﹤0.01% 2224
2023
Q1 		$622K Sell
9,018
-12,173
-57% -$888K ﹤0.01% 1938
2022
Q4 		$1.49M Buy
21,191
+7,159
+51% +$489K 0.01% 1267
2022
Q3 		$860K Sell
14,032
-42,705
-75% -$2.86M ﹤0.01% 1578
2022
Q2 		$3.73M Sell
56,737
-20,046
-26% -$1.45M 0.02% 730
2022
Q1 		$6.1M Sell
76,783
-40,115
-34% -$3.24M 0.03% 550
2021
Q4 		$9.36M Buy
116,898
+706
+0.6% +$57.2K 0.04% 396
2021
Q3 		$9.12M Buy
116,192
+51,862
+81% +$4.06M 0.05% 381
2021
Q2 		$4.99M Buy
+64,330
New +$5.02M 0.02% 620
2020
Q2 		– Sell
-5,670
Closed -$268K – 2487
2020
Q1 		$268K Buy
5,670
+1,955
+53% +$120K ﹤0.01% 1740
2019
Q4 		$255K Buy
3,715
+400
+12% +$26.6K ﹤0.01% 2020
2019
Q3 		$212K Buy
+3,315
New +$208K ﹤0.01% 2072
2018
Q2 		– Sell
-7,416
Closed -$513K – 2228
2018
Q1 		$513K Sell
7,416
-24,734
-77% -$1.78M 0.01% 1343
2017
Q4 		$2.25M Buy
32,150
+28,168
+707% +$1.92M 0.03% 552
2017
Q3 		$266K Sell
3,982
-165
-4% -$10.7K ﹤0.01% 1632
2017
Q2 		$262K Buy
4,147
+87
+2% +$5.35K ﹤0.01% 1590
2017
Q1 		$247K Sell
4,060
-64
-2% -$3.86K ﹤0.01% 1499
2016
Q4 		$238K Buy
4,124
+90
+2% +$4.94K ﹤0.01% 1405
2016
Q3 		$206K Buy
+4,034
New +$203K ﹤0.01% 1534
2016
Q2 		– Sell
-4,129
Closed -$203K – 1644
2016
Q1 		$203K Sell
4,129
-397
-9% -$18.8K ﹤0.01% 1392
2015
Q4 		$240K Sell
4,526
-407
-8% -$22K 0.01% 1245
2015
Q3 		$254K Sell
4,933
-1,382
-22% -$76.6K 0.01% 1115
2015
Q2 		$362K Buy
6,315
+412
+7% +$24.3K 0.01% 968
2015
Q1 		$336K Sell
5,903
-794
-12% -$44.4K 0.01% 1001
2014
Q4 		$378K Buy
6,697
+1,403
+27% +$79.3K 0.01% 907
2014
Q3 		$298K Sell
5,294
-703
-12% -$40.3K 0.01% 1101
2014
Q2 		$343K Buy
5,997
+709
+13% +$40.4K 0.01% 947
2014
Q1 		$299K Buy
+5,288
New +$293K 0.01% 959

Other funds holding IXG

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
BS
Banco Santander Madrid, Spain $12.4B AUM 29.42% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SL
Salomon & Ludwin Richmond, Virginia $1.12B AUM 14.38% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Cambridge Investment Research Advisors's IXG Position: Q1 2026 in Review

Cambridge Investment Research Advisors reduced its iShares Global Financials ETF (IXG) stake by 18% in Q1 2026, selling an estimated $55.9K and leaving 2,093 shares worth $239K. The position accounts for ﹤0.01% of the portfolio, ranked #3499.

Cambridge Investment Research Advisors first reported a position in IXG in Q1 2014 and has held it in 39 quarters since. The position peaked at $9.36M in Q4 2021. 136 funds tracked by Wall St. Rank hold IXG as of Q1 2026.

  • Cambridge Investment Research Advisors held 2,093 shares of iShares Global Financials ETF worth $239K as of Q1 2026.
  • Cambridge Investment Research Advisors sold 471 iShares Global Financials ETF shares in Q1 2026, an estimated $55.9K.
  • iShares Global Financials ETF made up ﹤0.01% of Cambridge Investment Research Advisors's portfolio in Q1 2026, its #3499 holding.
  • Cambridge Investment Research Advisors first reported a position in iShares Global Financials ETF in Q1 2014 and has held it in 39 quarters since.
  • Cambridge Investment Research Advisors's iShares Global Financials ETF position peaked at $9.36M in Q4 2021.
  • 136 funds tracked by Wall St. Rank held iShares Global Financials ETF as of Q1 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.