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Principal Securities’s iShares Global Financials ETF IXG Stock Holding History

Principal Securities’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 		$998K Buy
8,750
+310
+4% +$36.8K 0.01% 730
2025
Q4 		$1.02M Sell
8,440
-17
-0.2% -$1.98K 0.02% 689
2025
Q3 		$987K Buy
8,457
+8,384
+11,485% +$952K 0.02% 668
2025
Q2 		$8.09K Buy
73
+6
+9% +$629 ﹤0.01% 2706
2025
Q1 		$6.44K Hold
67
– – ﹤0.01% 2689
2024
Q4 		$6.44K Hold
67
– – ﹤0.01% 2686
2024
Q3 		$6.34K Buy
67
+10
+18% +$900 ﹤0.01% 2597
2024
Q2 		$4.85K Hold
57
– – ﹤0.01% 2653
2024
Q1 		$4.94K Buy
57
+2
+4% +$162 ﹤0.01% 2613
2023
Q4 		$4.32K Buy
+55
New +$4.01K ﹤0.01% 2579

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

Principal Securities's IXG Position: Q1 2026 in Review

Principal Securities increased its iShares Global Financials ETF (IXG) stake by 3.7% in Q1 2026, buying an estimated $36.8K and bringing the position to 8,750 shares worth $998K. The position accounts for 0.01% of the portfolio, ranked #730.

Principal Securities first reported a position in IXG in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.02M in Q4 2025. 136 funds tracked by Wall St. Rank hold IXG as of Q1 2026.

  • Principal Securities held 8,750 shares of iShares Global Financials ETF worth $998K as of Q1 2026.
  • Principal Securities bought 310 iShares Global Financials ETF shares in Q1 2026, an estimated $36.8K.
  • iShares Global Financials ETF made up 0.01% of Principal Securities's portfolio in Q1 2026, its #730 holding.
  • Principal Securities first reported a position in iShares Global Financials ETF in Q4 2023 and has held it in 10 quarters since.
  • Principal Securities's iShares Global Financials ETF position peaked at $1.02M in Q4 2025.
  • 136 funds tracked by Wall St. Rank held iShares Global Financials ETF as of Q1 2026.

Based on Principal Securities's 13F filing for Q1 2026, filed 13 May 2026.