PWM
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Partners Wealth Management’s iShares Global Financials ETF IXG Stock Holding History

Partners 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
Q1 		$281K Hold
2,467
– – 0.29% 81
2025
Q4 		$298K Hold
2,467
– – 0.31% 81
2025
Q3 		$288K Hold
2,467
– – 0.28% 95
2025
Q2 		$254K Hold
2,467
– – 0.29% 94
2025
Q1 		$254K Hold
2,467
– – 0.29% 94
2024
Q4 		$237K Buy
+2,467
New +$241K 0.27% 94

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

Partners Wealth Management's IXG Position: Q1 2026 in Review

Partners Wealth Management held its iShares Global Financials ETF (IXG) position steady in Q1 2026 at 2,467 shares worth $281K. The position accounts for 0.29% of the portfolio, ranked #81.

Partners Wealth Management first reported a position in IXG in Q4 2024 and has held it in 6 quarters since. The position peaked at $298K in Q4 2025. 136 funds tracked by Wall St. Rank hold IXG as of Q1 2026.

  • Partners Wealth Management held 2,467 shares of iShares Global Financials ETF worth $281K as of Q1 2026.
  • Partners Wealth Management left its iShares Global Financials ETF share count unchanged in Q1 2026.
  • iShares Global Financials ETF made up 0.29% of Partners Wealth Management's portfolio in Q1 2026, its #81 holding.
  • Partners Wealth Management first reported a position in iShares Global Financials ETF in Q4 2024 and has held it in 6 quarters since.
  • Partners Wealth Management's iShares Global Financials ETF position peaked at $298K in Q4 2025.
  • 136 funds tracked by Wall St. Rank held iShares Global Financials ETF as of Q1 2026.

Based on Partners Wealth Management's 13F filing for Q1 2026, filed 24 Apr 2026.