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Harbour Investments’s iShares Global Financials ETF IXG Stock Holding History

Harbour Investments’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 		$52.4K Sell
460
-16
-3% -$1.9K ﹤0.01% 2319
2025
Q4 		$57.5K Hold
476
– – ﹤0.01% 1908
2025
Q3 		$55.5K Hold
476
– – ﹤0.01% 1856
2025
Q2 		$52.7K Sell
476
-108
-18% -$11.3K ﹤0.01% 1798
2025
Q1 		$60.2K Sell
584
-208
-26% -$21.1K ﹤0.01% 1673
2024
Q4 		$76.1K Hold
792
– – ﹤0.01% 1501
2024
Q3 		$74.9K Hold
792
– – ﹤0.01% 1471
2024
Q2 		$67.4K Buy
792
+1
+0.1% +$86 ﹤0.01% 1424
2024
Q1 		$68.6K Sell
791
-188
-19% -$15.3K ﹤0.01% 1377
2023
Q4 		$77K Hold
979
– – ﹤0.01% 1250
2023
Q3 		$69K Hold
979
– – ﹤0.01% 1202
2023
Q2 		$70K Buy
979
+1
+0.1% +$70 ﹤0.01% 1208
2023
Q1 		$67.5K Sell
978
-14
-1% -$1.02K ﹤0.01% 1221
2022
Q4 		$69.7K Sell
992
-227
-19% -$15.5K ﹤0.01% 1168
2022
Q3 		$80K Hold
1,219
– – 0.01% 1070
2022
Q2 		$80K Buy
+1,219
New +$88.1K 0.01% 1070
2021
Q4 		$752K Sell
9,397
-2,883
-23% -$233K 0.04% 359
2021
Q3 		$963K Sell
12,280
-1,208
-9% -$94.6K 0.03% 458
2021
Q2 		$1.05M Buy
13,488
+12,988
+2,598% +$1.01M 0.03% 448
2021
Q1 		$37K Buy
+500
New +$35K ﹤0.01% 1858

Other funds holding IXG

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Jane Street
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
BS
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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SL
Salomon & Ludwin Richmond, Virginia $1.12B AUM 14.38% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Harbour Investments's IXG Position: Q1 2026 in Review

Harbour Investments reduced its iShares Global Financials ETF (IXG) stake by 3.4% in Q1 2026, selling an estimated $1.9K and leaving 460 shares worth $52.4K. The position accounts for ﹤0.01% of the portfolio, ranked #2319.

Harbour Investments first reported a position in IXG in Q1 2021 and has held it in 20 quarters since. The position peaked at $1.05M in Q2 2021. 136 funds tracked by Wall St. Rank hold IXG as of Q1 2026.

  • Harbour Investments held 460 shares of iShares Global Financials ETF worth $52.4K as of Q1 2026.
  • Harbour Investments sold 16 iShares Global Financials ETF shares in Q1 2026, an estimated $1.9K.
  • iShares Global Financials ETF made up ﹤0.01% of Harbour Investments's portfolio in Q1 2026, its #2319 holding.
  • Harbour Investments first reported a position in iShares Global Financials ETF in Q1 2021 and has held it in 20 quarters since.
  • Harbour Investments's iShares Global Financials ETF position peaked at $1.05M in Q2 2021.
  • 136 funds tracked by Wall St. Rank held iShares Global Financials ETF as of Q1 2026.

Based on Harbour Investments's 13F filing for Q1 2026, filed 15 May 2026.