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McIlrath & Eck’s iShares Global Financials ETF IXG Stock Holding History

McIlrath & Eck’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 		$257K Sell
2,257
-155
-6% -$18.4K 0.02% 213
2025
Q4 		$291K Sell
2,412
-100
-4% -$11.6K 0.03% 119
2025
Q3 		$293K Buy
2,512
+87
+4% +$9.88K 0.03% 113
2025
Q2 		$269K Sell
2,425
-163
-6% -$17.1K 0.03% 115
2025
Q1 		$267K Buy
2,588
+36
+1% +$3.66K 0.03% 113
2024
Q4 		$245K Sell
2,552
-217
-8% -$21.2K 0.03% 106
2024
Q3 		$262K Sell
2,769
-100
-3% -$9K 0.03% 107
2024
Q2 		$244K Buy
2,869
+52
+2% +$4.45K 0.04% 105
2024
Q1 		$244K Sell
2,817
-1,016
-27% -$82.5K 0.04% 103
2023
Q4 		$301K Sell
3,833
-1,169
-23% -$85.3K 0.05% 94
2023
Q3 		$352K Sell
5,002
-405
-7% -$29.4K 0.07% 84
2023
Q2 		$387K Sell
5,407
-2,731
-34% -$192K 0.08% 78
2023
Q1 		$562K Buy
8,138
+62
+0.8% +$4.52K 0.13% 51
2022
Q4 		$568K Sell
8,076
-164
-2% -$11.2K 0.15% 50
2022
Q3 		$505K Buy
8,240
+89
+1% +$5.96K 0.14% 48
2022
Q2 		$536K Buy
8,151
+426
+6% +$30.8K 0.17% 39
2022
Q1 		$614K Buy
+7,725
New +$624K 0.18% 34

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

McIlrath & Eck's IXG Position: Q1 2026 in Review

McIlrath & Eck reduced its iShares Global Financials ETF (IXG) stake by 6.4% in Q1 2026, selling an estimated $18.4K and leaving 2,257 shares worth $257K. The position accounts for 0.02% of the portfolio, ranked #213.

McIlrath & Eck first reported a position in IXG in Q1 2022 and has held it in 17 quarters since. The position peaked at $614K in Q1 2022. 136 funds tracked by Wall St. Rank hold IXG as of Q1 2026.

  • McIlrath & Eck held 2,257 shares of iShares Global Financials ETF worth $257K as of Q1 2026.
  • McIlrath & Eck sold 155 iShares Global Financials ETF shares in Q1 2026, an estimated $18.4K.
  • iShares Global Financials ETF made up 0.02% of McIlrath & Eck's portfolio in Q1 2026, its #213 holding.
  • McIlrath & Eck first reported a position in iShares Global Financials ETF in Q1 2022 and has held it in 17 quarters since.
  • McIlrath & Eck's iShares Global Financials ETF position peaked at $614K in Q1 2022.
  • 136 funds tracked by Wall St. Rank held iShares Global Financials ETF as of Q1 2026.

Based on McIlrath & Eck's 13F filing for Q1 2026, filed 19 May 2026.