JTC Employer Solutions Trustee’s iShares Global Financials ETF IXG Stock Holding History

JTC Employer Solutions Trustee’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 Q1	$536K	Hold	4,700	–	–	0.04%	83
2025 Q4	$568K	Hold	4,700	–	–	0.04%	88
2025 Q3	$548K	Hold	4,700	–	–	0.05%	80
2025 Q2	$522K	Hold	4,700	–	–	0.05%	75
2025 Q1	$484K	Hold	4,700	–	–	0.04%	78
2024 Q4	$452K	Hold	4,700	–	–	0.03%	85
2024 Q3	$444K	Hold	4,700	–	–	0.03%	86
2024 Q2	$400K	Hold	4,700	–	–	0.03%	85
2024 Q1	$406K	Hold	4,700	–	–	0.03%	89
2023 Q4	$370K	Hold	4,700	–	–	0.03%	92
2023 Q3	$331K	Hold	4,700	–	–	0.03%	98
2023 Q2	$336K	Hold	4,700	–	–	0.03%	94
2023 Q1	$324K	Hold	4,700	–	–	0.03%	99
2022 Q4	$330K	Hold	4,700	–	–	0.03%	96
2022 Q3	$288K	Hold	4,700	–	–	0.05%	90
2022 Q2	$309K	Hold	4,700	–	–	0.04%	78
2022 Q1	$374K	Hold	4,700	–	–	0.04%	79
2021 Q4	$376K	Hold	4,700	–	–	0.05%	78
2021 Q3	$368K	Hold	4,700	–	–	0.05%	82
2021 Q2	$365K	Buy	+4,700	New	+$366K	0.05%	69

Other funds holding IXG

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

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

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

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

AWM

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

Banco Santander Madrid, Spain $12.4B AUM 29.42% 1-Year Est. Return

FDCDDQ

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

JTC Employer Solutions Trustee's IXG Position: Q1 2026 in Review

JTC Employer Solutions Trustee held its iShares Global Financials ETF (IXG) position steady in Q1 2026 at 4,700 shares worth $536K. The position accounts for 0.04% of the portfolio, ranked #83.

JTC Employer Solutions Trustee first reported a position in IXG in Q2 2021 and has held it in 20 quarters since. The position peaked at $568K in Q4 2025. 136 funds tracked by Wall St. Rank hold IXG as of Q1 2026.

JTC Employer Solutions Trustee held 4,700 shares of iShares Global Financials ETF worth $536K as of Q1 2026.
JTC Employer Solutions Trustee left its iShares Global Financials ETF share count unchanged in Q1 2026.
iShares Global Financials ETF made up 0.04% of JTC Employer Solutions Trustee's portfolio in Q1 2026, its #83 holding.
JTC Employer Solutions Trustee first reported a position in iShares Global Financials ETF in Q2 2021 and has held it in 20 quarters since.
JTC Employer Solutions Trustee's iShares Global Financials ETF position peaked at $568K in Q4 2025.
136 funds tracked by Wall St. Rank held iShares Global Financials ETF as of Q1 2026.

Based on JTC Employer Solutions Trustee's 13F filing for Q1 2026, filed 19 May 2026.