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Farther Finance Advisors’s iShares Global Financials ETF IXG Stock Holding History

Farther Finance 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 		$129K Sell
1,040
-2
-0.2% -$243 ﹤0.01% 2527
2026
Q1 		$120K Buy
1,042
+110
+12% +$13.1K ﹤0.01% 2377
2025
Q4 		$113K Sell
932
-17,397
-95% -$2.03M ﹤0.01% 2268
2025
Q3 		$2.14M Buy
18,329
+17,274
+1,637% +$1.96M 0.03% 436
2025
Q2 		$117K Buy
1,055
+537
+104% +$56.3K ﹤0.01% 1681
2025
Q1 		$53.3K Buy
518
+419
+423% +$42.5K ﹤0.01% 1864
2024
Q4 		$9.51K Hold
99
– – ﹤0.01% 2405
2024
Q3 		$9.36K Sell
99
-151
-60% -$13.6K ﹤0.01% 2390
2024
Q2 		$21.3K Buy
250
+2
+0.8% +$171 ﹤0.01% 1756
2024
Q1 		$21.4K Sell
248
-69
-22% -$5.6K ﹤0.01% 1469
2023
Q4 		$24.9K Sell
317
-47
-13% -$3.43K ﹤0.01% 1272
2023
Q3 		$25.6K Sell
364
-82
-18% -$5.95K ﹤0.01% 1012
2023
Q2 		$31.9K Sell
446
-612
-58% -$43K 0.01% 831
2023
Q1 		$73K Buy
1,058
+35
+3% +$2.55K 0.02% 498
2022
Q4 		$71.9K Buy
+1,023
New +$69.9K 0.03% 403

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

Farther Finance Advisors's IXG Position: Q2 2026 in Review

Farther Finance Advisors reduced its iShares Global Financials ETF (IXG) stake by 0.19% in Q2 2026, selling an estimated $243 and leaving 1,040 shares worth $129K. The position accounts for ﹤0.01% of the portfolio, ranked #2527.

Farther Finance Advisors first reported a position in IXG in Q4 2022 and has held it in 15 quarters since. The position peaked at $2.14M in Q3 2025. 17 funds tracked by Wall St. Rank hold IXG as of Q2 2026.

  • Farther Finance Advisors held 1,040 shares of iShares Global Financials ETF worth $129K as of Q2 2026.
  • Farther Finance Advisors sold 2 iShares Global Financials ETF shares in Q2 2026, an estimated $243.
  • iShares Global Financials ETF made up ﹤0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #2527 holding.
  • Farther Finance Advisors first reported a position in iShares Global Financials ETF in Q4 2022 and has held it in 15 quarters since.
  • Farther Finance Advisors's iShares Global Financials ETF position peaked at $2.14M in Q3 2025.
  • 17 funds tracked by Wall St. Rank held iShares Global Financials ETF as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.