Nalls Sherbakoff Group’s iShares Global Financials ETF IXG Stock Holding History

Nalls Sherbakoff Group’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	$24.9K	Hold	200	–	–	0.02%	238
2026 Q1	$22.8K	Hold	200	–	–	0.02%	254
2025 Q4	$24.2K	Hold	200	–	–	0.02%	267
2025 Q3	$23.3K	Hold	200	–	–	0.02%	269
2025 Q2	$22.2K	Hold	200	–	–	0.02%	268
2025 Q1	$20.6K	Buy	+200	New	+$20.3K	0.02%	246
2023 Q4	$15.7K	Hold	200	–	–	0.01%	251
2023 Q3	$14.1K	Hold	200	–	–	0.01%	247
2023 Q2	$13.7K	Hold	200	–	–	0.01%	251
2023 Q1	$13.7K	Buy	+200	New	+$14.6K	0.01%	257
2018 Q4	$11K	Buy	+200	New	+$12.3K	0.02%	259

Other funds holding IXG

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

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 $18.9B AUM 35.04% 1-Year Est. Return

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

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

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 $468B AUM 17.69% 1-Year Est. Return

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

Nalls Sherbakoff Group's IXG Position: Q2 2026 in Review

Nalls Sherbakoff Group held its iShares Global Financials ETF (IXG) position steady in Q2 2026 at 200 shares worth $24.9K. The position accounts for 0.02% of the portfolio, ranked #238.

Nalls Sherbakoff Group first reported a position in IXG in Q4 2018 and has held it in 11 quarters since. 131 funds tracked by Wall St. Rank hold IXG as of Q2 2026.

Nalls Sherbakoff Group held 200 shares of iShares Global Financials ETF worth $24.9K as of Q2 2026.
Nalls Sherbakoff Group left its iShares Global Financials ETF share count unchanged in Q2 2026.
iShares Global Financials ETF made up 0.02% of Nalls Sherbakoff Group's portfolio in Q2 2026, its #238 holding.
Nalls Sherbakoff Group first reported a position in iShares Global Financials ETF in Q4 2018 and has held it in 11 quarters since.
131 funds tracked by Wall St. Rank held iShares Global Financials ETF as of Q2 2026.

Based on Nalls Sherbakoff Group's 13F filing for Q2 2026, filed 17 Aug 2026.