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 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	$9.79K	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	$3.63M	Buy	+47,578	New	+$3.71M	1.04%	25

Other funds holding IXG

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

CAS

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 $16.1B AUM 35.02% 1-Year Est. Return

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

AWM

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

FDCDDQ

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 $445B AUM 25.58% 1-Year Est. Return

FTUS

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

Physician Wealth Advisors's IXG Position: Q2 2026 in Review

Physician Wealth Advisors increased its iShares Global Financials ETF (IXG) stake by 32% in Q2 2026, buying an estimated $5.71K and bringing the position to 195 shares worth $24.3K. The position accounts for ﹤0.01% of the portfolio, ranked #607.

Physician Wealth Advisors first reported a position in IXG in Q2 2021 and has held it in 10 quarters since. The position peaked at $3.63M in Q2 2021. 128 funds tracked by Wall St. Rank hold IXG as of Q2 2026.

Physician Wealth Advisors held 195 shares of iShares Global Financials ETF worth $24.3K as of Q2 2026.
Physician Wealth Advisors bought 47 iShares Global Financials ETF shares in Q2 2026, an estimated $5.71K.
iShares Global Financials ETF made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #607 holding.
Physician Wealth Advisors first reported a position in iShares Global Financials ETF in Q2 2021 and has held it in 10 quarters since.
Physician Wealth Advisors's iShares Global Financials ETF position peaked at $3.63M in Q2 2021.
128 funds tracked by Wall St. Rank held iShares Global Financials ETF as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.