NWM
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Nova Wealth Management’s iShares Global Financials ETF IXG Stock Holding History

Nova Wealth Management’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 		$258K Sell
2,069
-111
-5% -$13.5K 0.14% 124
2026
Q1 		$249K Buy
2,180
+777
+55% +$92.3K 0.16% 120
2025
Q4 		$169K Buy
+1,403
New +$163K 0.12% 138

Other funds holding IXG

AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
ST
Sentinel Trust Houston, Texas $1.13B AUM 24.31% 1-Year Est. Return
DI
Decision Investments San Diego, California $110M AUM
FWA
FSM Wealth Advisors Cleveland, Ohio $939M AUM 22.84% 1-Year Est. Return
JBA
Johnson Bixby & Associates Vancouver, Washington $896M AUM 16.62% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
C1AG
Client 1st Advisory Group Dunedin, Florida $384M AUM 22.43% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
CSB
City State Bank Norwalk, Iowa $436M AUM 32.32% 1-Year Est. Return
HIA
Harbor Investment Advisory Lutherville, Maryland $1.43B AUM 30.71% 1-Year Est. Return

Nova Wealth Management's IXG Position: Q2 2026 in Review

Nova Wealth Management reduced its iShares Global Financials ETF (IXG) stake by 5.1% in Q2 2026, selling an estimated $13.5K and leaving 2,069 shares worth $258K. The position accounts for 0.14% of the portfolio, ranked #124.

Nova Wealth Management first reported a position in IXG in Q4 2025 and has held it in 3 quarters since. 17 funds tracked by Wall St. Rank hold IXG as of Q2 2026.

  • Nova Wealth Management held 2,069 shares of iShares Global Financials ETF worth $258K as of Q2 2026.
  • Nova Wealth Management sold 111 iShares Global Financials ETF shares in Q2 2026, an estimated $13.5K.
  • iShares Global Financials ETF made up 0.14% of Nova Wealth Management's portfolio in Q2 2026, its #124 holding.
  • Nova Wealth Management first reported a position in iShares Global Financials ETF in Q4 2025 and has held it in 3 quarters since.
  • 17 funds tracked by Wall St. Rank held iShares Global Financials ETF as of Q2 2026.

Based on Nova Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.