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Lynx Investment Advisory’s iShares Global Financials ETF IXG Stock Holding History

Lynx Investment Advisory’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 		– Sell
-2,207
Closed -$267K – 190
2025
Q4 		$267K Buy
+2,207
New +$257K 0.15% 142
2025
Q3 		– Sell
-2,199
Closed -$244K – 155
2025
Q2 		$244K Sell
2,199
-383
-15% -$40.1K 0.16% 134
2025
Q1 		$266K Sell
2,582
-631
-20% -$64.1K 0.18% 122
2024
Q4 		$309K Buy
3,213
+431
+15% +$42K 0.21% 104
2024
Q3 		$263K Buy
2,782
+58
+2% +$5.22K 0.19% 121
2024
Q2 		$232K Buy
+2,724
New +$233K 0.17% 120

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

Lynx Investment Advisory's IXG Position: Q1 2026 in Review

Lynx Investment Advisory sold out of iShares Global Financials ETF (IXG) in Q1 2026, closing a stake of 2,207 shares — an estimated $267K sold.

Lynx Investment Advisory first reported a position in IXG in Q2 2024 and held it in 6 quarters. The position peaked at $309K in Q4 2024. 136 funds tracked by Wall St. Rank hold IXG as of Q1 2026.

  • Lynx Investment Advisory reported no remaining iShares Global Financials ETF position as of Q1 2026 after selling out during the quarter.
  • Lynx Investment Advisory sold 2,207 iShares Global Financials ETF shares in Q1 2026, an estimated $267K.
  • Lynx Investment Advisory first reported a position in iShares Global Financials ETF in Q2 2024 and held it in 6 quarters.
  • Lynx Investment Advisory's iShares Global Financials ETF position peaked at $309K in Q4 2024.
  • 136 funds tracked by Wall St. Rank held iShares Global Financials ETF as of Q1 2026.

Based on Lynx Investment Advisory's 13F filing for Q1 2026, filed 24 Apr 2026.