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 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 $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

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

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 San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Salomon & Ludwin Richmond, Virginia $1.12B AUM 14.38% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Gladstone Institutional Advisory's IXG Position: Q1 2026 in Review

Gladstone Institutional Advisory increased its iShares Global Financials ETF (IXG) stake by 164% in Q1 2026, buying an estimated $807K and bringing the position to 10,937 shares worth $1.25M. The position accounts for 0.05% of the portfolio, ranked #338.

Gladstone Institutional Advisory first reported a position in IXG in Q1 2024 and has held it in 9 quarters since. 136 funds tracked by Wall St. Rank hold IXG as of Q1 2026.

Gladstone Institutional Advisory held 10,937 shares of iShares Global Financials ETF worth $1.25M as of Q1 2026.
Gladstone Institutional Advisory bought 6,792 iShares Global Financials ETF shares in Q1 2026, an estimated $807K.
iShares Global Financials ETF made up 0.05% of Gladstone Institutional Advisory's portfolio in Q1 2026, its #338 holding.
Gladstone Institutional Advisory first reported a position in iShares Global Financials ETF in Q1 2024 and has held it in 9 quarters since.
136 funds tracked by Wall St. Rank held iShares Global Financials ETF as of Q1 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q1 2026, filed 14 May 2026.