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 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 $3.8B AUM 23.28% 1-Year Est. Return

Sentinel Trust Houston, Texas $1.13B AUM 24.31% 1-Year Est. Return

Decision Investments San Diego, California $110M AUM

FSM Wealth Advisors Cleveland, Ohio $939M AUM 22.84% 1-Year Est. Return

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

Nova Wealth Management Bonita Springs, Florida $181M AUM 27.89% 1-Year Est. Return

Client 1st Advisory Group Dunedin, Florida $384M AUM 22.43% 1-Year Est. Return

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

City State Bank Norwalk, Iowa $436M AUM 32.32% 1-Year Est. Return

Harbor Investment Advisory Lutherville, Maryland $1.43B AUM 30.71% 1-Year Est. Return