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IFP Advisors’s iShares Global Financials ETF IXG Stock Holding History

IFP Advisors’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
2024
Q2 		– Sell
-32
Closed -$2.88K – 3281
2024
Q1 		$2.88K Sell
32
-1
-3% -$81 ﹤0.01% 2605
2023
Q4 		$2.63K Hold
33
– – ﹤0.01% 2610
2023
Q3 		$2.36K Sell
33
-1
-3% -$73 ﹤0.01% 2782
2023
Q2 		$2.46K Sell
34
-15
-31% -$1.05K ﹤0.01% 2810
2023
Q1 		$3.32K Sell
49
-525
-91% -$38.3K ﹤0.01% 2725
2022
Q4 		$42K Sell
574
-3,178
-85% -$217K ﹤0.01% 2356
2022
Q3 		$291K Sell
3,752
-22
-0.6% -$1.48K 0.01% 1210
2022
Q2 		$293K Hold
3,774
– – 0.01% 1085
2022
Q1 		$293K Sell
3,774
-4,290
-53% -$347K 0.01% 1085
2021
Q4 		$691K Sell
8,064
-2,358
-23% -$191K 0.01% 491
2021
Q3 		$840K Buy
10,422
+1,375
+15% +$108K 0.02% 440
2021
Q2 		$705K Buy
+9,047
New +$705K 0.01% 453
2018
Q2 		– Sell
-213
Closed -$15K – 3963
2018
Q1 		$15K Hold
213
– – ﹤0.01% 2565
2017
Q4 		$15K Hold
213
– – ﹤0.01% 2602
2017
Q3 		$14K Buy
213
+15
+8% +$973 ﹤0.01% 2827
2017
Q2 		$13K Hold
198
– – ﹤0.01% 2853
2017
Q1 		$12K Buy
198
+82
+71% +$4.95K ﹤0.01% 2814
2016
Q4 		$7K Buy
+116
New +$6.37K ﹤0.01% 3125

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
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return
SL
Salomon & Ludwin Richmond, Virginia $1.12B AUM 14.38% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
AIC
Ayalon Insurance Company Ramat Gan, Israel $815M AUM 33.1% 1-Year Est. Return
MD
Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

IFP Advisors's IXG Position: Q2 2024 in Review

IFP Advisors sold out of iShares Global Financials ETF (IXG) in Q2 2024, closing a stake of 32 shares — an estimated $2.88K sold.

IFP Advisors first reported a position in IXG in Q4 2016 and held it in 18 quarters. The position peaked at $840K in Q3 2021. 118 funds tracked by Wall St. Rank hold IXG as of Q2 2024.

  • IFP Advisors reported no remaining iShares Global Financials ETF position as of Q2 2024 after selling out during the quarter.
  • IFP Advisors sold 32 iShares Global Financials ETF shares in Q2 2024, an estimated $2.88K.
  • IFP Advisors first reported a position in iShares Global Financials ETF in Q4 2016 and held it in 18 quarters.
  • IFP Advisors's iShares Global Financials ETF position peaked at $840K in Q3 2021.
  • 118 funds tracked by Wall St. Rank held iShares Global Financials ETF as of Q2 2024.

Based on IFP Advisors's 13F filing for Q2 2024, filed 30 Jul 2024.