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Fortis Capital Advisors’s iShares Global Financials ETF IXG Stock Holding History

Fortis Capital 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
2023
Q2 		– Sell
-538
Closed -$37.1K – 376
2023
Q1 		$37.1K Hold
538
– – 0.02% 322
2022
Q4 		$37.8K Buy
+538
New +$36.7K 0.02% 328

Other funds holding IXG

Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LB
Leo Brokerage Hurst, Texas $876M AUM
SL
Salomon & Ludwin Richmond, Virginia $1.12B AUM 14.38% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
AIC
Ayalon Insurance Company Ramat Gan, Israel $815M AUM 33.1% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
CWM
Centurion Wealth Management Mclean, Virginia $418M AUM 23.14% 1-Year Est. Return

Fortis Capital Advisors's IXG Position: Q2 2023 in Review

Fortis Capital Advisors sold out of iShares Global Financials ETF (IXG) in Q2 2023, closing a stake of 538 shares — an estimated $37.1K sold.

Fortis Capital Advisors first reported a position in IXG in Q4 2022 and held it in 2 quarters. The position peaked at $37.8K in Q4 2022. 122 funds tracked by Wall St. Rank hold IXG as of Q2 2023.

  • Fortis Capital Advisors reported no remaining iShares Global Financials ETF position as of Q2 2023 after selling out during the quarter.
  • Fortis Capital Advisors sold 538 iShares Global Financials ETF shares in Q2 2023, an estimated $37.1K.
  • Fortis Capital Advisors first reported a position in iShares Global Financials ETF in Q4 2022 and held it in 2 quarters.
  • Fortis Capital Advisors's iShares Global Financials ETF position peaked at $37.8K in Q4 2022.
  • 122 funds tracked by Wall St. Rank held iShares Global Financials ETF as of Q2 2023.

Based on Fortis Capital Advisors's 13F filing for Q2 2023, filed 15 Aug 2023.