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

Physician 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	$30.3K	Buy	238 +43	+22%	+$5.68K	﹤0.01%	582
2026 Q2	$24.3K	Buy	195 +47	+32%	+$5.71K	﹤0.01%	607
2026 Q1	$16.9K	Buy	148 +25	+20%	+$2.97K	﹤0.01%	665
2025 Q4	$14.9K	Buy	123 +16	+15%	+$1.86K	﹤0.01%	656
2025 Q3	$12.5K	Buy	107 +19	+22%	+$2.16K	﹤0.01%	694
2025 Q2	$9.8K	Buy	88 +28	+47%	+$2.94K	﹤0.01%	651
2025 Q1	$6.23K	Hold	60	–	–	﹤0.01%	697
2024 Q4	$5.81K	Buy	+60	New	+$5.85K	﹤0.01%	708
2022 Q1	–	Sell	-34,973	Closed	-$2.94M	–	161
2021 Q4	$2.94M	Sell	34,973 -8,804	-20%	-$713K	0.77%	29
2021 Q3	$3.6M	Sell	43,777 -3,801	-8%	-$298K	0.99%	25
2021 Q2	$3.62M	Buy	+47,578	New	+$3.71M	1.04%	25

Other funds holding IXG

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

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

Salomon & Ludwin Richmond, Virginia $1.21B AUM 12.69% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Wealthstar Advisors Plano, Texas $354M AUM 38.71% 1-Year Est. Return

Sentinel Trust Houston, Texas $1.19B AUM 19.38% 1-Year Est. Return

Founders Grove Wealth Partners Richmond, Virginia $507M AUM 17.69% 1-Year Est. Return

Decision Investments San Diego, California $110M AUM 52.83% 1-Year Est. Return

KCM Investment Advisors Greenbrae, California $3.36B AUM 23.19% 1-Year Est. Return

FSM Wealth Advisors Cleveland, Ohio $972M AUM 15.31% 1-Year Est. Return

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

Physician Wealth Advisors increased its iShares Global Financials ETF (IXG) stake by 22% in Q3 2026, buying an estimated $5.68K and bringing the position to 238 shares worth $30.3K. The position accounts for ﹤0.01% of the portfolio, ranked #582.

Physician Wealth Advisors first reported a position in IXG in Q2 2021 and has held it in 11 quarters since. The position peaked at $3.62M in Q2 2021. 50 funds tracked by Wall St. Rank hold IXG as of Q3 2026.

Physician Wealth Advisors held 238 shares of iShares Global Financials ETF worth $30.3K as of Q3 2026.
Physician Wealth Advisors bought 43 iShares Global Financials ETF shares in Q3 2026, an estimated $5.68K.
iShares Global Financials ETF made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q3 2026, its #582 holding.
Physician Wealth Advisors first reported a position in iShares Global Financials ETF in Q2 2021 and has held it in 11 quarters since.
Physician Wealth Advisors's iShares Global Financials ETF position peaked at $3.62M in Q2 2021.
50 funds tracked by Wall St. Rank held iShares Global Financials ETF as of Q3 2026.

Based on Physician Wealth Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.