Johnson Bixby & Associates’s iShares Global Financials ETF IXG Stock Holding History

Johnson Bixby & Associates’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 Q3	$314K	Sell	2,471 -367	-13%	-$48.5K	0.03%	104
2026 Q2	$353K	Sell	2,838 -1,510	-35%	-$184K	0.04%	100
2026 Q1	$496K	Sell	4,348 -126,864	-97%	-$15.1M	0.06%	76
2025 Q4	$15.8M	Buy	131,212 +144	+0.1%	+$16.8K	1.96%	15
2025 Q3	$15.3M	Buy	131,068 +1,443	+1%	+$164K	1.96%	14
2025 Q2	$14.4M	Buy	129,625 +2,581	+2%	+$271K	1.97%	12
2025 Q1	$13.1M	Buy	+127,044	New	+$12.9M	1.96%	12

Other funds holding IXG

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

Wealthstar Advisors Plano, Texas $354M AUM 38.71% 1-Year Est. Return

FGWP

Founders Grove Wealth Partners Richmond, Virginia $507M AUM 17.69% 1-Year Est. Return

Decision Investments San Diego, California $110M AUM 52.83% 1-Year Est. Return

Unique Wealth Clearwater, Florida $877M AUM 13.76% 1-Year Est. Return

MCM

MontVue Capital Management Lynchburg, Virginia $171M AUM 16.62% 1-Year Est. Return

Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Harbor Investment Advisory Lutherville, Maryland $1.47B AUM 24.2% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Johnson Bixby & Associates's IXG Position: Q3 2026 in Review

Johnson Bixby & Associates reduced its iShares Global Financials ETF (IXG) stake by 13% in Q3 2026, selling an estimated $48.5K and leaving 2,471 shares worth $314K. The position accounts for 0.03% of the portfolio, ranked #104.

Johnson Bixby & Associates first reported a position in IXG in Q1 2025 and has held it in 7 quarters since. The position peaked at $15.8M in Q4 2025. 16 funds tracked by Wall St. Rank hold IXG as of Q3 2026.

Johnson Bixby & Associates held 2,471 shares of iShares Global Financials ETF worth $314K as of Q3 2026.
Johnson Bixby & Associates sold 367 iShares Global Financials ETF shares in Q3 2026, an estimated $48.5K.
iShares Global Financials ETF made up 0.03% of Johnson Bixby & Associates's portfolio in Q3 2026, its #104 holding.
Johnson Bixby & Associates first reported a position in iShares Global Financials ETF in Q1 2025 and has held it in 7 quarters since.
Johnson Bixby & Associates's iShares Global Financials ETF position peaked at $15.8M in Q4 2025.
16 funds tracked by Wall St. Rank held iShares Global Financials ETF as of Q3 2026.

Based on Johnson Bixby & Associates's 13F filing for Q3 2026, filed 14 Oct 2026.