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

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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Banco Santander Madrid, Spain $16.1B AUM 35.02% 1-Year Est. Return

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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Johnson Bixby & Associates's IXG Position: Q2 2026 in Review

Johnson Bixby & Associates reduced its iShares Global Financials ETF (IXG) stake by 35% in Q2 2026, selling an estimated $184K and leaving 2,838 shares worth $353K. The position accounts for 0.04% of the portfolio, ranked #100.

Johnson Bixby & Associates first reported a position in IXG in Q1 2025 and has held it in 6 quarters since. The position peaked at $15.8M in Q4 2025. 128 funds tracked by Wall St. Rank hold IXG as of Q2 2026.

Johnson Bixby & Associates held 2,838 shares of iShares Global Financials ETF worth $353K as of Q2 2026.
Johnson Bixby & Associates sold 1,510 iShares Global Financials ETF shares in Q2 2026, an estimated $184K.
iShares Global Financials ETF made up 0.04% of Johnson Bixby & Associates's portfolio in Q2 2026, its #100 holding.
Johnson Bixby & Associates first reported a position in iShares Global Financials ETF in Q1 2025 and has held it in 6 quarters since.
Johnson Bixby & Associates's iShares Global Financials ETF position peaked at $15.8M in Q4 2025.
128 funds tracked by Wall St. Rank held iShares Global Financials ETF as of Q2 2026.

Based on Johnson Bixby & Associates's 13F filing for Q2 2026, filed 16 Jul 2026.