CoreCap Advisors
IXG icon

CoreCap Advisors’s iShares Global Financials ETF IXG Stock Holding History

CoreCap 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
Q3 		$2.31K Sell
18
-7
-28% -$925 ﹤0.01% 2466
2026
Q2 		$3.13K Buy
25
+19
+317% +$2.31K ﹤0.01% 2412
2026
Q1 		$703 Hold
6
– – ﹤0.01% 2593
2025
Q4 		$745 Hold
6
– – ﹤0.01% 2647
2025
Q3 		$719 Hold
6
– – ﹤0.01% 2529
2025
Q2 		$683 Hold
6
– – ﹤0.01% 2471
2025
Q1 		$635 Hold
6
– – ﹤0.01% 2626
2024
Q4 		$592 Sell
6
-30
-83% -$2.92K ﹤0.01% 2466
2024
Q3 		$3.42K Buy
+36
New +$3.24K ﹤0.01% 2067
2024
Q2 		– Sell
-272
Closed -$23.5K – 2116
2024
Q1 		$23.5K Buy
+272
New +$22.1K ﹤0.01% 1408
2022
Q4 		$74K Buy
+1,053
New +$71.9K 0.01% 843
2022
Q3 		– Sell
-2,191
Closed -$144K – 1309
2022
Q2 		$144K Sell
2,191
-1,104
-34% -$79.8K 0.01% 590
2022
Q1 		$262K Sell
3,295
-3,977
-55% -$321K 0.02% 437
2021
Q4 		$582K Buy
+7,272
New +$589K 0.04% 332

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

CoreCap Advisors's IXG Position: Q3 2026 in Review

CoreCap Advisors reduced its iShares Global Financials ETF (IXG) stake by 28% in Q3 2026, selling an estimated $925 and leaving 18 shares worth $2.31K. The position accounts for ﹤0.01% of the portfolio, ranked #2466.

CoreCap Advisors first reported a position in IXG in Q4 2021 and has held it in 14 quarters since. The position peaked at $582K in Q4 2021. 16 funds tracked by Wall St. Rank hold IXG as of Q3 2026.

  • CoreCap Advisors held 18 shares of iShares Global Financials ETF worth $2.31K as of Q3 2026.
  • CoreCap Advisors sold 7 iShares Global Financials ETF shares in Q3 2026, an estimated $925.
  • iShares Global Financials ETF made up ﹤0.01% of CoreCap Advisors's portfolio in Q3 2026, its #2466 holding.
  • CoreCap Advisors first reported a position in iShares Global Financials ETF in Q4 2021 and has held it in 14 quarters since.
  • CoreCap Advisors's iShares Global Financials ETF position peaked at $582K in Q4 2021.
  • 16 funds tracked by Wall St. Rank held iShares Global Financials ETF as of Q3 2026.

Based on CoreCap Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.