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Founders Financial Alliance’s iShares Global Financials ETF IXG Stock Holding History

Founders Financial Alliance’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
Q1 		$34.2K Hold
300
– – 0.01% 540
2025
Q4 		$36.2K Hold
300
– – 0.01% 450
2025
Q3 		$35K Hold
300
– – 0.01% 524
2025
Q2 		$33.2K Hold
300
– – 0.01% 410
2025
Q1 		$30.9K Hold
300
– – 0.01% 473
2024
Q4 		$28.8K Hold
300
– – 0.01% 420
2024
Q3 		$28.4K Sell
300
-89
-23% -$8.01K 0.01% 429
2024
Q2 		$33.1K Hold
389
– – 0.01% 403
2024
Q1 		$33.7K Hold
389
– – 0.01% 406
2023
Q4 		$30.6K Hold
389
– – 0.01% 372
2023
Q3 		$27.4K Hold
389
– – 0.01% 361
2023
Q2 		$27.8K Hold
389
– – 0.01% 388
2023
Q1 		$26.8K Hold
389
– – 0.01% 356
2022
Q4 		$27.3K Sell
389
-150
-28% -$10.2K 0.01% 375
2022
Q3 		$33K Sell
539
-149
-22% -$9.99K 0.02% 352
2022
Q2 		$45K Sell
688
-25
-4% -$1.81K 0.02% 343
2022
Q1 		$57K Buy
713
+11
+2% +$889 0.03% 316
2021
Q4 		$56K Sell
702
-81
-10% -$6.56K 0.02% 351
2021
Q3 		$61K Buy
783
+283
+57% +$22.2K 0.03% 314
2021
Q2 		$39K Buy
500
+300
+150% +$23.4K 0.02% 359
2021
Q1 		$16K Hold
200
– – 0.01% 387
2020
Q4 		$13K Hold
200
– – 0.01% 356
2020
Q3 		$11K Buy
+200
New +$10.9K 0.01% 740

Other funds holding IXG

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
BS
Banco Santander Madrid, Spain $12.4B AUM 29.42% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SL
Salomon & Ludwin Richmond, Virginia $1.12B AUM 14.38% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Founders Financial Alliance's IXG Position: Q1 2026 in Review

Founders Financial Alliance held its iShares Global Financials ETF (IXG) position steady in Q1 2026 at 300 shares worth $34.2K. The position accounts for 0.01% of the portfolio, ranked #540.

Founders Financial Alliance first reported a position in IXG in Q3 2020 and has held it in 23 quarters since. The position peaked at $61K in Q3 2021. 136 funds tracked by Wall St. Rank hold IXG as of Q1 2026.

  • Founders Financial Alliance held 300 shares of iShares Global Financials ETF worth $34.2K as of Q1 2026.
  • Founders Financial Alliance left its iShares Global Financials ETF share count unchanged in Q1 2026.
  • iShares Global Financials ETF made up 0.01% of Founders Financial Alliance's portfolio in Q1 2026, its #540 holding.
  • Founders Financial Alliance first reported a position in iShares Global Financials ETF in Q3 2020 and has held it in 23 quarters since.
  • Founders Financial Alliance's iShares Global Financials ETF position peaked at $61K in Q3 2021.
  • 136 funds tracked by Wall St. Rank held iShares Global Financials ETF as of Q1 2026.

Based on Founders Financial Alliance's 13F filing for Q1 2026, filed 11 May 2026.