Founders Grove Wealth Partners’s iShares Global Financials ETF IXG Stock Holding History

Founders Grove Wealth Partners’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	$1.97M	Sell	15,799 -512	-3%	-$62.2K	0.39%	57
2026 Q1	$1.86M	Sell	16,311 -4	-0%	-$475	0.42%	53
2025 Q4	$1.97M	Sell	16,315 -84	-0.5%	-$9.78K	0.44%	52
2025 Q3	$1.91M	Sell	16,399 -69	-0.4%	-$7.84K	0.45%	50
2025 Q2	$1.82M	Buy	16,468 +1,495	+10%	+$157K	0.46%	49
2025 Q1	$1.54M	Sell	14,973 -70	-0.5%	-$7.11K	0.43%	53
2024 Q4	$1.44M	Buy	+15,043	New	+$1.47M	0.42%	55

Other funds holding IXG

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

CAS

Coppell Advisory Solutions Coppell, Texas $1.21B AUM 20.39% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Banco Santander Madrid, Spain $16.1B AUM 35.02% 1-Year Est. Return

DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return

AWM

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

FDCDDQ

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $32.7B AUM 35.71% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return

Founders Grove Wealth Partners's IXG Position: Q2 2026 in Review

Founders Grove Wealth Partners reduced its iShares Global Financials ETF (IXG) stake by 3.1% in Q2 2026, selling an estimated $62.2K and leaving 15,799 shares worth $1.97M. The position accounts for 0.39% of the portfolio, ranked #57.

Founders Grove Wealth Partners first reported a position in IXG in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.97M in Q4 2025. 128 funds tracked by Wall St. Rank hold IXG as of Q2 2026.

Founders Grove Wealth Partners held 15,799 shares of iShares Global Financials ETF worth $1.97M as of Q2 2026.
Founders Grove Wealth Partners sold 512 iShares Global Financials ETF shares in Q2 2026, an estimated $62.2K.
iShares Global Financials ETF made up 0.39% of Founders Grove Wealth Partners's portfolio in Q2 2026, its #57 holding.
Founders Grove Wealth Partners first reported a position in iShares Global Financials ETF in Q4 2024 and has held it in 7 quarters since.
Founders Grove Wealth Partners's iShares Global Financials ETF position peaked at $1.97M in Q4 2025.
128 funds tracked by Wall St. Rank held iShares Global Financials ETF as of Q2 2026.

Based on Founders Grove Wealth Partners's 13F filing for Q2 2026, filed 22 Jul 2026.