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Larson Financial Group’s iShares Global Financials ETF IXG Stock Holding History

Larson Financial Group’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 		$11.4K Hold
100
– – ﹤0.01% 2160
2025
Q4 		$12.1K Hold
100
– – ﹤0.01% 2007
2025
Q3 		$11.7K Hold
100
– – ﹤0.01% 1936
2025
Q2 		$11.1K Hold
100
– – ﹤0.01% 1766
2025
Q1 		$10.3K Hold
100
– – ﹤0.01% 1629
2024
Q4 		$9.61K Hold
100
– – ﹤0.01% 1499
2024
Q3 		$9.46K Buy
+100
New +$9K ﹤0.01% 1500

Other funds holding IXG

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Jane Street
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
BS
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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SL
Salomon & Ludwin Richmond, Virginia $1.12B AUM 14.38% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Larson Financial Group's IXG Position: Q1 2026 in Review

Larson Financial Group held its iShares Global Financials ETF (IXG) position steady in Q1 2026 at 100 shares worth $11.4K. The position accounts for ﹤0.01% of the portfolio, ranked #2160.

Larson Financial Group first reported a position in IXG in Q3 2024 and has held it in 7 quarters since. The position peaked at $12.1K in Q4 2025. 136 funds tracked by Wall St. Rank hold IXG as of Q1 2026.

  • Larson Financial Group held 100 shares of iShares Global Financials ETF worth $11.4K as of Q1 2026.
  • Larson Financial Group left its iShares Global Financials ETF share count unchanged in Q1 2026.
  • iShares Global Financials ETF made up ﹤0.01% of Larson Financial Group's portfolio in Q1 2026, its #2160 holding.
  • Larson Financial Group first reported a position in iShares Global Financials ETF in Q3 2024 and has held it in 7 quarters since.
  • Larson Financial Group's iShares Global Financials ETF position peaked at $12.1K in Q4 2025.
  • 136 funds tracked by Wall St. Rank held iShares Global Financials ETF as of Q1 2026.

Based on Larson Financial Group's 13F filing for Q1 2026, filed 15 May 2026.