Medallion Wealth Advisors’s iShares Global Financials ETF IXG Stock Holding History

Medallion Wealth Advisors’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 Q2	$64.1K	Sell	515 -129	-20%	-$15.7K	0.02%	421
2026 Q1	$73.4K	Hold	644	–	–	0.02%	406
2025 Q4	$77.8K	Hold	644	–	–	0.03%	394
2025 Q3	$75.1K	Hold	644	–	–	0.03%	401
2025 Q2	$71.6K	Hold	644	–	–	0.03%	403
2025 Q1	$66.3K	Hold	644	–	–	0.03%	373
2024 Q4	$62.8K	Buy	+644	New	+$62.8K	0.03%	371

Other funds holding IXG

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

CAS

Coppell Advisory Solutions Coppell, Texas $1.21B AUM 20.39% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Banco Santander Madrid, Spain $16.1B AUM 35.02% 1-Year Est. Return

DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return

AWM

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

FDCDDQ

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $32.7B AUM 35.71% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return

Medallion Wealth Advisors's IXG Position: Q2 2026 in Review

Medallion Wealth Advisors reduced its iShares Global Financials ETF (IXG) stake by 20% in Q2 2026, selling an estimated $15.7K and leaving 515 shares worth $64.1K. The position accounts for 0.02% of the portfolio, ranked #421.

Medallion Wealth Advisors first reported a position in IXG in Q4 2024 and has held it in 7 quarters since. The position peaked at $77.8K in Q4 2025. 130 funds tracked by Wall St. Rank hold IXG as of Q2 2026.

Medallion Wealth Advisors held 515 shares of iShares Global Financials ETF worth $64.1K as of Q2 2026.
Medallion Wealth Advisors sold 129 iShares Global Financials ETF shares in Q2 2026, an estimated $15.7K.
iShares Global Financials ETF made up 0.02% of Medallion Wealth Advisors's portfolio in Q2 2026, its #421 holding.
Medallion Wealth Advisors first reported a position in iShares Global Financials ETF in Q4 2024 and has held it in 7 quarters since.
Medallion Wealth Advisors's iShares Global Financials ETF position peaked at $77.8K in Q4 2025.
130 funds tracked by Wall St. Rank held iShares Global Financials ETF as of Q2 2026.

Based on Medallion Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.