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 Q3	$1.64M	Sell	12,905 -2,894	-18%	-$382K	0.32%	65
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%	-$9.8K	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 $1.96T AUM 27.49% 1-Year Est. Return

Banco Santander Madrid, Spain $18.9B AUM 35.04% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Salomon & Ludwin Richmond, Virginia $1.21B AUM 12.69% 1-Year Est. Return

Jane Street New York $1.19T AUM 51.51% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Founders Grove Wealth Partners's IXG Position: Q3 2026 in Review

Founders Grove Wealth Partners reduced its iShares Global Financials ETF (IXG) stake by 18% in Q3 2026, selling an estimated $382K and leaving 12,905 shares worth $1.64M. The position accounts for 0.32% of the portfolio, ranked #65.

Founders Grove Wealth Partners first reported a position in IXG in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.97M in Q4 2025. 115 funds tracked by Wall St. Rank hold IXG as of Q3 2026.

Founders Grove Wealth Partners held 12,905 shares of iShares Global Financials ETF worth $1.64M as of Q3 2026.
Founders Grove Wealth Partners sold 2,894 iShares Global Financials ETF shares in Q3 2026, an estimated $382K.
iShares Global Financials ETF made up 0.32% of Founders Grove Wealth Partners's portfolio in Q3 2026, its #65 holding.
Founders Grove Wealth Partners first reported a position in iShares Global Financials ETF in Q4 2024 and has held it in 8 quarters since.
Founders Grove Wealth Partners's iShares Global Financials ETF position peaked at $1.97M in Q4 2025.
115 funds tracked by Wall St. Rank held iShares Global Financials ETF as of Q3 2026.

Based on Founders Grove Wealth Partners's 13F filing for Q3 2026, filed 16 Oct 2026.