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 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 $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

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

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 San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Salomon & Ludwin Richmond, Virginia $1.12B AUM 14.38% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Physician Wealth Advisors's IXG Position: Q1 2026 in Review

Physician Wealth Advisors increased its iShares Global Financials ETF (IXG) stake by 20% in Q1 2026, buying an estimated $2.97K and bringing the position to 148 shares worth $16.9K. The position accounts for ﹤0.01% of the portfolio, ranked #665.

Physician Wealth Advisors first reported a position in IXG in Q2 2021 and has held it in 9 quarters since. The position peaked at $3.63M in Q2 2021. 136 funds tracked by Wall St. Rank hold IXG as of Q1 2026.

Physician Wealth Advisors held 148 shares of iShares Global Financials ETF worth $16.9K as of Q1 2026.
Physician Wealth Advisors bought 25 iShares Global Financials ETF shares in Q1 2026, an estimated $2.97K.
iShares Global Financials ETF made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q1 2026, its #665 holding.
Physician Wealth Advisors first reported a position in iShares Global Financials ETF in Q2 2021 and has held it in 9 quarters since.
Physician Wealth Advisors's iShares Global Financials ETF position peaked at $3.63M in Q2 2021.
136 funds tracked by Wall St. Rank held iShares Global Financials ETF as of Q1 2026.

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