Creative Planning’s iShares Global Financials ETF IXG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $490K | Buy |
4,295
+131
| +3% | +$15.6K | ﹤0.01% | 3046 |
|
|
2025
Q4 | $503K | Sell |
4,164
-739
| -15% | -$86.1K | ﹤0.01% | 2838 |
|
|
2025
Q3 | $572K | Buy |
4,903
+43
| +0.9% | +$4.88K | ﹤0.01% | 2591 |
|
|
2025
Q2 | $539K | Hold |
4,860
| – | – | ﹤0.01% | 2411 |
|
|
2025
Q1 | $501K | Sell |
4,860
-716
| -13% | -$72.7K | ﹤0.01% | 2292 |
|
|
2024
Q4 | $536K | Buy |
5,576
+516
| +10% | +$50.3K | ﹤0.01% | 2153 |
|
|
2024
Q3 | $479K | Hold |
5,060
| – | – | ﹤0.01% | 2149 |
|
|
2024
Q2 | $430K | Buy |
5,060
+2,356
| +87% | +$202K | ﹤0.01% | 2060 |
|
|
2024
Q1 | $234K | Buy |
2,704
+1
| +0% | +$81 | ﹤0.01% | 2448 |
|
|
2023
Q4 | $212K | Buy |
+2,703
| New | +$197K | ﹤0.01% | 2376 |
|
|
2023
Q3 | – | Sell |
-2,877
| Closed | -$206K | – | 2971 |
|
|
2023
Q2 | $206K | Buy |
+2,877
| New | +$202K | ﹤0.01% | 2195 |
|
|
2023
Q1 | – | Sell |
-2,892
| Closed | -$203K | – | 2712 |
|
|
2022
Q4 | $203K | Buy |
+2,892
| New | +$198K | ﹤0.01% | 2007 |
|
|
2022
Q2 | – | Sell |
-2,718
| Closed | -$216K | – | 2410 |
|
|
2022
Q1 | $216K | Sell |
2,718
-139
| -5% | -$11.2K | ﹤0.01% | 1846 |
|
|
2021
Q4 | $229K | Buy |
+2,857
| New | +$231K | ﹤0.01% | 1794 |
|
|
2017
Q3 | – | Sell |
-749
| Closed | -$47K | – | 2806 |
|
|
2017
Q2 | $47K | Buy |
749
+146
| +24% | +$8.97K | ﹤0.01% | 2559 |
|
|
2017
Q1 | $37K | Hold |
603
| – | – | ﹤0.01% | 2686 |
|
|
2016
Q4 | $35K | Hold |
603
| – | – | ﹤0.01% | 2671 |
|
|
2016
Q3 | $31K | Hold |
603
| – | – | ﹤0.01% | 2714 |
|
|
2016
Q2 | $29K | Hold |
603
| – | – | ﹤0.01% | 2520 |
|
|
2016
Q1 | $30K | Hold |
603
| – | – | ﹤0.01% | 2455 |
|
|
2015
Q4 | $32K | Sell |
603
-145
| -19% | -$7.84K | ﹤0.01% | 2476 |
|
|
2015
Q3 | $38K | Buy |
+748
| New | +$41.5K | ﹤0.01% | 2247 |
|
|
2015
Q2 | – | Sell |
-600
| Closed | -$34K | – | 2056 |
|
|
2015
Q1 | $34K | Buy |
600
+100
| +20% | +$5.59K | ﹤0.01% | 2284 |
|
|
2014
Q4 | $28K | Sell |
500
-361
| -42% | -$20.4K | ﹤0.01% | 2402 |
|
|
2014
Q3 | $48K | Sell |
861
-5
| -0.6% | -$287 | ﹤0.01% | 1950 |
|
|
2014
Q2 | $50K | Buy |
866
+366
| +73% | +$20.9K | ﹤0.01% | 1886 |
|
|
2014
Q1 | $28K | Hold |
500
| – | – | ﹤0.01% | 2175 |
|
|
2013
Q4 | $28K | Hold |
500
| – | – | ﹤0.01% | 1992 |
|
|
2013
Q3 | $26K | Hold |
500
| – | – | ﹤0.01% | 1936 |
|
|
2013
Q2 | $24K | Buy |
+500
| New | +$25.1K | ﹤0.01% | 1821 |
|
Other funds holding IXG
AWM
BS
FDCDDQ
SL
Creative Planning's IXG Position: Q1 2026 in Review
Creative Planning increased its iShares Global Financials ETF (IXG) stake by 3.1% in Q1 2026, buying an estimated $15.6K and bringing the position to 4,295 shares worth $490K. The position accounts for ﹤0.01% of the portfolio, ranked #3046.
Creative Planning first reported a position in IXG in Q2 2013 and has held it in 30 quarters since. The position peaked at $572K in Q3 2025. 136 funds tracked by Wall St. Rank hold IXG as of Q1 2026.
- Creative Planning held 4,295 shares of iShares Global Financials ETF worth $490K as of Q1 2026.
- Creative Planning bought 131 iShares Global Financials ETF shares in Q1 2026, an estimated $15.6K.
- iShares Global Financials ETF made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #3046 holding.
- Creative Planning first reported a position in iShares Global Financials ETF in Q2 2013 and has held it in 30 quarters since.
- Creative Planning's iShares Global Financials ETF position peaked at $572K in Q3 2025.
- 136 funds tracked by Wall St. Rank held iShares Global Financials ETF as of Q1 2026.
Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.