Client 1st Advisory Group
IXG icon

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
Q3 		– Sell
-1,812
Closed -$226K – 148
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

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
Founders Grove Wealth Partners
Founders Grove Wealth Partners Richmond, Virginia $507M AUM 17.69% 1-Year Est. Return
Decision Investments
Decision Investments San Diego, California $110M AUM 52.83% 1-Year Est. Return
Sagespring Wealth Partners
Sagespring Wealth Partners Franklin, Tennessee $6.71B AUM 16.81% 1-Year Est. Return
Unique Wealth
Unique Wealth Clearwater, Florida $877M AUM 13.76% 1-Year Est. Return
OpenArc Corporate Advisory
OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return
Johnson Bixby & Associates
Johnson Bixby & Associates Vancouver, Washington $916M AUM 10.38% 1-Year Est. Return
MontVue Capital Management
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

Client 1st Advisory Group's IXG Position: Q3 2026 in Review

Client 1st Advisory Group sold out of iShares Global Financials ETF (IXG) in Q3 2026, closing a stake of 1,812 shares — an estimated $226K sold.

Client 1st Advisory Group first reported a position in IXG in Q2 2021 and held it in 21 quarters. The position peaked at $3.57M in Q3 2021. 24 funds tracked by Wall St. Rank hold IXG as of Q3 2026.

  • Client 1st Advisory Group reported no remaining iShares Global Financials ETF position as of Q3 2026 after selling out during the quarter.
  • Client 1st Advisory Group sold 1,812 iShares Global Financials ETF shares in Q3 2026, an estimated $226K.
  • Client 1st Advisory Group first reported a position in iShares Global Financials ETF in Q2 2021 and held it in 21 quarters.
  • Client 1st Advisory Group's iShares Global Financials ETF position peaked at $3.57M in Q3 2021.
  • 24 funds tracked by Wall St. Rank held iShares Global Financials ETF as of Q3 2026.

Based on Client 1st Advisory Group's 13F filing for Q3 2026, filed 19 Oct 2026.