Janney Montgomery Scott
IXG icon

Janney Montgomery Scott’s iShares Global Financials ETF IXG Stock Holding History

Janney Montgomery Scott’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 		$974K Sell
7,821
-1,210
-13% -$147K ﹤0.01% 1944
2026
Q1 		$1.03M Sell
9,031
-14,337
-61% -$1.7M ﹤0.01% 1636
2025
Q4 		$2.82M Buy
23,368
+3,714
+19% +$433K 0.01% 1171
2025
Q3 		$2.29M Buy
19,654
+12,010
+157% +$1.36M 0.01% 1249
2025
Q2 		$847K Buy
7,644
+1,668
+28% +$175K ﹤0.01% 1691
2025
Q1 		$616K Sell
5,976
-3
-0.1% -$305 ﹤0.01% 1845
2024
Q4 		$574K Sell
5,979
-95
-2% -$9.26K ﹤0.01% 1911
2024
Q3 		$574K Buy
6,074
+206
+4% +$18.5K ﹤0.01% 1887
2024
Q2 		$499K Sell
5,868
-741
-11% -$63.4K ﹤0.01% 1890
2024
Q1 		$573K Buy
6,609
+217
+3% +$17.6K ﹤0.01% 1892
2023
Q4 		$502K Sell
6,392
-1,581
-20% -$115K ﹤0.01% 1893
2023
Q3 		$562K Sell
7,973
-62
-0.8% -$4.5K ﹤0.01% 1692
2023
Q2 		$575K Buy
8,035
+68
+0.9% +$4.78K ﹤0.01% 1758
2023
Q1 		$550K Sell
7,967
-258
-3% -$18.8K ﹤0.01% 1662
2022
Q4 		$578K Sell
8,225
-4,980
-38% -$340K ﹤0.01% 1680
2022
Q3 		$809K Buy
13,205
+4,711
+55% +$316K ﹤0.01% 1414
2022
Q2 		$566K Sell
8,494
-4,431
-34% -$320K ﹤0.01% 1553
2022
Q1 		$1.03M Sell
12,925
-493,706
-97% -$39.9M ﹤0.01% 1230
2021
Q4 		$40.6M Sell
506,631
-152,278
-23% -$12.3M 0.16% 131
2021
Q3 		$51.7M Sell
658,909
-124,942
-16% -$9.79M 0.22% 105
2021
Q2 		$60.8M Buy
+783,851
New +$61.1M 0.27% 86
2018
Q1 		– Sell
-24,269
Closed -$1.7M – 1967
2017
Q4 		$1.7M Buy
24,269
+60
+0.2% +$4.1K 0.02% 712
2017
Q3 		$1.61M Buy
24,209
+1,382
+6% +$89.6K 0.02% 705
2017
Q2 		$1.44M Buy
22,827
+1,595
+8% +$98K 0.02% 701
2017
Q1 		$1.29M Buy
21,232
+3,153
+17% +$190K 0.02% 739
2016
Q4 		$1.04M Buy
+18,079
New +$993K 0.02% 761

Other funds holding IXG

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CAS
Coppell Advisory Solutions Coppell, Texas $1.21B AUM 20.39% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BS
Banco Santander Madrid, Spain $16.1B AUM 35.02% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $32.7B AUM 35.71% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return

Janney Montgomery Scott's IXG Position: Q2 2026 in Review

Janney Montgomery Scott reduced its iShares Global Financials ETF (IXG) stake by 13% in Q2 2026, selling an estimated $147K and leaving 7,821 shares worth $974K. The position accounts for ﹤0.01% of the portfolio, ranked #1944.

Janney Montgomery Scott first reported a position in IXG in Q4 2016 and has held it in 26 quarters since. The position peaked at $60.8M in Q2 2021. 128 funds tracked by Wall St. Rank hold IXG as of Q2 2026.

  • Janney Montgomery Scott held 7,821 shares of iShares Global Financials ETF worth $974K as of Q2 2026.
  • Janney Montgomery Scott sold 1,210 iShares Global Financials ETF shares in Q2 2026, an estimated $147K.
  • iShares Global Financials ETF made up ﹤0.01% of Janney Montgomery Scott's portfolio in Q2 2026, its #1944 holding.
  • Janney Montgomery Scott first reported a position in iShares Global Financials ETF in Q4 2016 and has held it in 26 quarters since.
  • Janney Montgomery Scott's iShares Global Financials ETF position peaked at $60.8M in Q2 2021.
  • 128 funds tracked by Wall St. Rank held iShares Global Financials ETF as of Q2 2026.

Based on Janney Montgomery Scott's 13F filing for Q2 2026, filed 5 Aug 2026.