Global Retirement Partners
IXG icon

Global Retirement Partners’s iShares Global Financials ETF IXG Stock Holding History

Global Retirement 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 		$30.6K Hold
241
– – ﹤0.01% 3063
2026
Q2 		$30K Buy
+241
New +$29.3K ﹤0.01% 2832
2025
Q4 		$29K Sell
240
-51
-18% -$5.94K ﹤0.01% 2687
2025
Q3 		$33.9K Hold
291
– – ﹤0.01% 2110
2025
Q2 		$32.2K Buy
+291
New +$30.5K ﹤0.01% 2023
2024
Q4 		$27.7K Sell
289
-26
-8% -$2.54K ﹤0.01% 1911
2024
Q3 		$29.8K Buy
315
+25
+9% +$2.25K ﹤0.01% 1801
2024
Q2 		$24.7K Sell
290
-15
-5% -$1.28K ﹤0.01% 1876
2024
Q1 		$26.4K Sell
305
-19
-6% -$1.54K ﹤0.01% 1690
2023
Q4 		$24.9K Sell
324
-4,421
-93% -$323K ﹤0.01% 1654
2023
Q3 		$327K Buy
4,745
+681
+17% +$49.4K 0.02% 536
2023
Q2 		$291K Buy
4,064
+720
+22% +$50.6K 0.01% 575
2023
Q1 		$232K Buy
3,344
+184
+6% +$13.4K 0.01% 614
2022
Q4 		$222K Sell
3,160
-29
-0.9% -$1.98K 0.02% 569
2022
Q3 		$214K Buy
3,189
+1,531
+92% +$103K 0.02% 547
2022
Q2 		$109K Buy
1,658
+38
+2% +$2.75K 0.01% 711
2022
Q1 		$117K Buy
+1,620
New +$131K 0.01% 708
2021
Q4 		– Sell
-1,386
Closed -$109K – 1043
2021
Q3 		$109K Sell
1,386
-200
-13% -$15.7K 0.01% 623
2021
Q2 		$123K Buy
+1,586
New +$124K 0.01% 581
2018
Q4 		– Sell
-268
Closed -$18K – 1507
2018
Q3 		$18K Hold
268
– – ﹤0.01% 854
2018
Q2 		$17K Buy
+268
New +$18.3K ﹤0.01% 849

Other funds holding IXG

Banco Santander
Banco Santander Madrid, Spain $18.9B AUM 35.04% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Avior Wealth Management
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Salomon & Ludwin
Salomon & Ludwin Richmond, Virginia $1.21B AUM 12.69% 1-Year Est. Return
Jane Street
Jane Street New York $1.19T AUM 51.51% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 21.87% 1-Year Est. Return

Global Retirement Partners's IXG Position: Q3 2026 in Review

Global Retirement Partners held its iShares Global Financials ETF (IXG) position steady in Q3 2026 at 241 shares worth $30.6K. The position accounts for ﹤0.01% of the portfolio, ranked #3063.

Global Retirement Partners first reported a position in IXG in Q2 2018 and has held it in 21 quarters since. The position peaked at $327K in Q3 2023. 97 funds tracked by Wall St. Rank hold IXG as of Q3 2026.

  • Global Retirement Partners held 241 shares of iShares Global Financials ETF worth $30.6K as of Q3 2026.
  • Global Retirement Partners left its iShares Global Financials ETF share count unchanged in Q3 2026.
  • iShares Global Financials ETF made up ﹤0.01% of Global Retirement Partners's portfolio in Q3 2026, its #3063 holding.
  • Global Retirement Partners first reported a position in iShares Global Financials ETF in Q2 2018 and has held it in 21 quarters since.
  • Global Retirement Partners's iShares Global Financials ETF position peaked at $327K in Q3 2023.
  • 97 funds tracked by Wall St. Rank held iShares Global Financials ETF as of Q3 2026.

Based on Global Retirement Partners's 13F filing for Q3 2026, filed 10 Nov 2026.