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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
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

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
C1AG
Client 1st Advisory Group Dunedin, Florida $384M AUM 22.43% 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

CoreCap Advisors's IXG Position: Q2 2026 in Review

CoreCap Advisors increased its iShares Global Financials ETF (IXG) stake by 317% in Q2 2026, buying an estimated $2.31K and bringing the position to 25 shares worth $3.13K. The position accounts for ﹤0.01% of the portfolio, ranked #2412.

CoreCap Advisors first reported a position in IXG in Q4 2021 and has held it in 13 quarters since. The position peaked at $582K in Q4 2021. 17 funds tracked by Wall St. Rank hold IXG as of Q2 2026.

  • CoreCap Advisors held 25 shares of iShares Global Financials ETF worth $3.13K as of Q2 2026.
  • CoreCap Advisors bought 19 iShares Global Financials ETF shares in Q2 2026, an estimated $2.31K.
  • iShares Global Financials ETF made up ﹤0.01% of CoreCap Advisors's portfolio in Q2 2026, its #2412 holding.
  • CoreCap Advisors first reported a position in iShares Global Financials ETF in Q4 2021 and has held it in 13 quarters since.
  • CoreCap Advisors's iShares Global Financials ETF position peaked at $582K in Q4 2021.
  • 17 funds tracked by Wall St. Rank held iShares Global Financials ETF as of Q2 2026.

Based on CoreCap Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.