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Client 1st Advisory Group’s iShares Global Financials ETF IXG Stock Holding History

Client 1st Advisory Group’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
Q2 		$226K Hold
1,812
– – 0.06% 133
2026
Q1 		$207K Hold
1,812
– – 0.06% 132
2025
Q4 		$219K Hold
1,812
– – 0.07% 132
2025
Q3 		$211K Hold
1,812
– – 0.07% 125
2025
Q2 		$201K Sell
1,812
-211
-10% -$22.1K 0.07% 129
2025
Q1 		$208K Sell
2,023
-116
-5% -$11.8K 0.08% 126
2024
Q4 		$205K Sell
2,139
-48
-2% -$4.68K 0.08% 126
2024
Q3 		$207K Sell
2,187
-958
-30% -$86.2K 0.08% 121
2024
Q2 		$268K Sell
3,145
-372
-11% -$31.8K 0.12% 94
2024
Q1 		$305K Sell
3,517
-260
-7% -$21.1K 0.14% 84
2023
Q4 		$297K Sell
3,777
-1,517
-29% -$111K 0.14% 78
2023
Q3 		$373K Sell
5,294
-3,347
-39% -$243K 0.2% 64
2023
Q2 		$618K Sell
8,641
-1,691
-16% -$119K 0.33% 43
2023
Q1 		$713K Sell
10,332
-3,570
-26% -$260K 0.39% 36
2022
Q4 		$977K Sell
13,902
-4,341
-24% -$297K 0.57% 28
2022
Q3 		$1.12M Sell
18,243
-963
-5% -$64.5K 0.7% 24
2022
Q2 		$1.26M Sell
19,206
-17,253
-47% -$1.25M 0.75% 23
2022
Q1 		$2.9M Sell
36,459
-6,695
-16% -$541K 1.42% 18
2021
Q4 		$3.46M Sell
43,154
-2,298
-5% -$186K 1.69% 15
2021
Q3 		$3.57M Buy
45,452
+9,861
+28% +$773K 1.82% 15
2021
Q2 		$2.76M Buy
+35,591
New +$2.78M 1.43% 18

Other funds holding IXG

AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
ST
Sentinel Trust Houston, Texas $1.13B AUM 24.31% 1-Year Est. Return
DI
Decision Investments San Diego, California $110M AUM
FWA
FSM Wealth Advisors Cleveland, Ohio $939M AUM 22.84% 1-Year Est. Return
JBA
Johnson Bixby & Associates Vancouver, Washington $896M AUM 16.62% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
NWM
Nova Wealth Management Bonita Springs, Florida $181M AUM 27.89% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
CSB
City State Bank Norwalk, Iowa $436M AUM 32.32% 1-Year Est. Return
HIA
Harbor Investment Advisory Lutherville, Maryland $1.43B AUM 30.71% 1-Year Est. Return

Client 1st Advisory Group's IXG Position: Q2 2026 in Review

Client 1st Advisory Group held its iShares Global Financials ETF (IXG) position steady in Q2 2026 at 1,812 shares worth $226K. The position accounts for 0.06% of the portfolio, ranked #133.

Client 1st Advisory Group first reported a position in IXG in Q2 2021 and has held it in 21 quarters since. The position peaked at $3.57M in Q3 2021. 17 funds tracked by Wall St. Rank hold IXG as of Q2 2026.

  • Client 1st Advisory Group held 1,812 shares of iShares Global Financials ETF worth $226K as of Q2 2026.
  • Client 1st Advisory Group left its iShares Global Financials ETF share count unchanged in Q2 2026.
  • iShares Global Financials ETF made up 0.06% of Client 1st Advisory Group's portfolio in Q2 2026, its #133 holding.
  • Client 1st Advisory Group first reported a position in iShares Global Financials ETF in Q2 2021 and has held it in 21 quarters since.
  • Client 1st Advisory Group's iShares Global Financials ETF position peaked at $3.57M in Q3 2021.
  • 17 funds tracked by Wall St. Rank held iShares Global Financials ETF as of Q2 2026.

Based on Client 1st Advisory Group's 13F filing for Q2 2026, filed 13 Jul 2026.