Iron Horse Wealth Management’s iShares Global Financials ETF IXG Stock Holding History

Iron Horse Wealth Management’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
2023 Q2	–	Sell	-30	Closed	-$2.07K	–	333
2023 Q1	$2.07K	Hold	30	–	–	﹤0.01%	249
2022 Q4	$2K	Buy	+30	New	+$2.05K	﹤0.01%	198

Other funds holding IXG

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return

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

Leo Brokerage Hurst, Texas $876M AUM

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

AIC

Ayalon Insurance Company Ramat Gan, Israel $815M AUM 33.1% 1-Year Est. Return

SWM

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

CWM

Centurion Wealth Management Mclean, Virginia $418M AUM 23.14% 1-Year Est. Return

Iron Horse Wealth Management's IXG Position: Q2 2023 in Review

Iron Horse Wealth Management sold out of iShares Global Financials ETF (IXG) in Q2 2023, closing a stake of 30 shares — an estimated $2.07K sold.

Iron Horse Wealth Management first reported a position in IXG in Q4 2022 and held it in 2 quarters. The position peaked at $2.07K in Q1 2023. 122 funds tracked by Wall St. Rank hold IXG as of Q2 2023.

Iron Horse Wealth Management reported no remaining iShares Global Financials ETF position as of Q2 2023 after selling out during the quarter.
Iron Horse Wealth Management sold 30 iShares Global Financials ETF shares in Q2 2023, an estimated $2.07K.
Iron Horse Wealth Management first reported a position in iShares Global Financials ETF in Q4 2022 and held it in 2 quarters.
Iron Horse Wealth Management's iShares Global Financials ETF position peaked at $2.07K in Q1 2023.
122 funds tracked by Wall St. Rank held iShares Global Financials ETF as of Q2 2023.

Based on Iron Horse Wealth Management's 13F filing for Q2 2023, filed 1 Aug 2023.