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Leelyn Smith’s iShares Global Financials ETF IXG Stock Holding History

Leelyn Smith’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
2023
Q1 		– Sell
-44
Closed -$3.09K – 272
2022
Q4 		$3.09K Hold
44
– – ﹤0.01% 392
2022
Q3 		$3K Buy
+44
New +$2.95K ﹤0.01% 404

Other funds holding IXG

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
BBVA
Banco Bilbao Vizcaya Argentaria Madrid, Spain $14.3B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
LB
Leo Brokerage Hurst, Texas $876M AUM
SL
Salomon & Ludwin Richmond, Virginia $1.12B AUM 14.38% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
AIC
Ayalon Insurance Company Ramat Gan, Israel $815M AUM 33.1% 1-Year Est. Return

Leelyn Smith's IXG Position: Q1 2023 in Review

Leelyn Smith sold out of iShares Global Financials ETF (IXG) in Q1 2023, closing a stake of 44 shares — an estimated $3.09K sold.

Leelyn Smith first reported a position in IXG in Q3 2022 and held it in 2 quarters. The position peaked at $3.09K in Q4 2022. 131 funds tracked by Wall St. Rank hold IXG as of Q1 2023.

  • Leelyn Smith reported no remaining iShares Global Financials ETF position as of Q1 2023 after selling out during the quarter.
  • Leelyn Smith sold 44 iShares Global Financials ETF shares in Q1 2023, an estimated $3.09K.
  • Leelyn Smith first reported a position in iShares Global Financials ETF in Q3 2022 and held it in 2 quarters.
  • Leelyn Smith's iShares Global Financials ETF position peaked at $3.09K in Q4 2022.
  • 131 funds tracked by Wall St. Rank held iShares Global Financials ETF as of Q1 2023.

Based on Leelyn Smith's 13F filing for Q1 2023, filed 12 May 2023.