Medallion Wealth Advisors
IXG icon

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
Q3 		$65.4K Hold
515
– – 0.02% 403
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
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Banco Santander
Banco Santander Madrid, Spain $18.9B AUM 35.04% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Avior Wealth Management
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Salomon & Ludwin
Salomon & Ludwin Richmond, Virginia $1.21B AUM 12.69% 1-Year Est. Return
Jane Street
Jane Street New York $1.19T AUM 51.51% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Medallion Wealth Advisors's IXG Position: Q3 2026 in Review

Medallion Wealth Advisors held its iShares Global Financials ETF (IXG) position steady in Q3 2026 at 515 shares worth $65.4K. The position accounts for 0.02% of the portfolio, ranked #403.

Medallion Wealth Advisors first reported a position in IXG in Q4 2024 and has held it in 8 quarters since. The position peaked at $77.8K in Q4 2025. 115 funds tracked by Wall St. Rank hold IXG as of Q3 2026.

  • Medallion Wealth Advisors held 515 shares of iShares Global Financials ETF worth $65.4K as of Q3 2026.
  • Medallion Wealth Advisors left its iShares Global Financials ETF share count unchanged in Q3 2026.
  • iShares Global Financials ETF made up 0.02% of Medallion Wealth Advisors's portfolio in Q3 2026, its #403 holding.
  • Medallion Wealth Advisors first reported a position in iShares Global Financials ETF in Q4 2024 and has held it in 8 quarters since.
  • Medallion Wealth Advisors's iShares Global Financials ETF position peaked at $77.8K in Q4 2025.
  • 115 funds tracked by Wall St. Rank held iShares Global Financials ETF as of Q3 2026.

Based on Medallion Wealth Advisors's 13F filing for Q3 2026, filed 13 Nov 2026.