Harbor Investment Advisory’s iShares Global Financials ETF IXG Stock Holding History

Harbor Investment 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	$130K	Hold	1,045	–	–	0.01%	496
2026 Q1	$119K	Hold	1,045	–	–	0.01%	481
2025 Q4	$126K	Buy	+1,045	New	+$122K	0.01%	479
2022 Q2	–	Sell	-79	Closed	-$6K	–	1365
2022 Q1	$6K	Sell	79 -1	-1%	-$81	﹤0.01%	1146
2021 Q4	$6K	Buy	80 +54	+208%	+$4.37K	﹤0.01%	1123
2021 Q3	$2K	Buy	+26	New	+$2.04K	﹤0.01%	1239

Other funds holding IXG

AWM

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

Sentinel Trust Houston, Texas $1.13B AUM 24.31% 1-Year Est. Return

Decision Investments San Diego, California $110M AUM

FWA

FSM Wealth Advisors Cleveland, Ohio $939M AUM 22.84% 1-Year Est. Return

JBA

Johnson Bixby & Associates Vancouver, Washington $896M AUM 16.62% 1-Year Est. Return

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

NWM

Nova Wealth Management Bonita Springs, Florida $181M AUM 27.89% 1-Year Est. Return

C1AG

Client 1st Advisory Group Dunedin, Florida $384M AUM 22.43% 1-Year Est. Return

SWM

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

CSB

City State Bank Norwalk, Iowa $436M AUM 32.32% 1-Year Est. Return

Harbor Investment Advisory's IXG Position: Q2 2026 in Review

Harbor Investment Advisory held its iShares Global Financials ETF (IXG) position steady in Q2 2026 at 1,045 shares worth $130K. The position accounts for 0.01% of the portfolio, ranked #496.

Harbor Investment Advisory first reported a position in IXG in Q3 2021 and has held it in 6 quarters since. 17 funds tracked by Wall St. Rank hold IXG as of Q2 2026.

Harbor Investment Advisory held 1,045 shares of iShares Global Financials ETF worth $130K as of Q2 2026.
Harbor Investment Advisory left its iShares Global Financials ETF share count unchanged in Q2 2026.
iShares Global Financials ETF made up 0.01% of Harbor Investment Advisory's portfolio in Q2 2026, its #496 holding.
Harbor Investment Advisory first reported a position in iShares Global Financials ETF in Q3 2021 and has held it in 6 quarters since.
17 funds tracked by Wall St. Rank held iShares Global Financials ETF as of Q2 2026.

Based on Harbor Investment Advisory's 13F filing for Q2 2026, filed 7 Jul 2026.