Gladstone Institutional Advisory’s iShares Global Financials ETF IXG Stock Holding History

Gladstone Institutional Advisory’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	$1.62M	Buy	13,038 +2,101	+19%	+$255K	0.05%	330
2026 Q1	$1.25M	Buy	10,937 +6,792	+164%	+$807K	0.05%	338
2025 Q4	$501K	Buy	4,145 +297	+8%	+$34.6K	0.02%	500
2025 Q3	$449K	Buy	3,848 +679	+21%	+$77.1K	0.02%	543
2025 Q2	$351K	Buy	3,169 +718	+29%	+$75.3K	0.01%	577
2025 Q1	$253K	Sell	2,451 -566	-19%	-$57.5K	0.01%	630
2024 Q4	$290K	Sell	3,017 -4,260	-59%	-$415K	0.01%	597
2024 Q3	$688K	Sell	7,277 -1,021	-12%	-$91.9K	0.03%	376
2024 Q2	$706K	Buy	8,298 +2,530	+44%	+$216K	0.04%	361
2024 Q1	$500K	Buy	+5,768	New	+$468K	0.03%	410

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

Gladstone Institutional Advisory's IXG Position: Q2 2026 in Review

Gladstone Institutional Advisory increased its iShares Global Financials ETF (IXG) stake by 19% in Q2 2026, buying an estimated $255K and bringing the position to 13,038 shares worth $1.62M. The position accounts for 0.05% of the portfolio, ranked #330.

Gladstone Institutional Advisory first reported a position in IXG in Q1 2024 and has held it in 10 quarters since. 128 funds tracked by Wall St. Rank hold IXG as of Q2 2026.

Gladstone Institutional Advisory held 13,038 shares of iShares Global Financials ETF worth $1.62M as of Q2 2026.
Gladstone Institutional Advisory bought 2,101 iShares Global Financials ETF shares in Q2 2026, an estimated $255K.
iShares Global Financials ETF made up 0.05% of Gladstone Institutional Advisory's portfolio in Q2 2026, its #330 holding.
Gladstone Institutional Advisory first reported a position in iShares Global Financials ETF in Q1 2024 and has held it in 10 quarters since.
128 funds tracked by Wall St. Rank held iShares Global Financials ETF as of Q2 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.