Sagespring Wealth Partners
IXG icon

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

Sagespring Wealth Partners’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 		$516K Sell
4,067
-24
-0.6% -$3.17K 0.01% 532
2026
Q2 		$509K Sell
4,091
-1,270
-24% -$154K 0.01% 523
2026
Q1 		$611K Buy
+5,361
New +$637K 0.01% 444

Other funds holding IXG

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Avior Wealth Management
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
Salomon & Ludwin
Salomon & Ludwin Richmond, Virginia $1.21B AUM 12.69% 1-Year Est. Return
WA
Wealthstar Advisors Plano, Texas $354M AUM 38.71% 1-Year Est. Return
Founders Grove Wealth Partners
Founders Grove Wealth Partners Richmond, Virginia $507M AUM 17.69% 1-Year Est. Return
Decision Investments
Decision Investments San Diego, California $110M AUM 52.83% 1-Year Est. Return
KCM Investment Advisors
KCM Investment Advisors Greenbrae, California $3.36B AUM 23.19% 1-Year Est. Return
FSM Wealth Advisors
FSM Wealth Advisors Cleveland, Ohio $972M AUM 15.31% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return
Tiller Private Wealth
Tiller Private Wealth Bethlehem, Pennsylvania $320M AUM 14.86% 1-Year Est. Return

Sagespring Wealth Partners's IXG Position: Q3 2026 in Review

Sagespring Wealth Partners reduced its iShares Global Financials ETF (IXG) stake by 0.59% in Q3 2026, selling an estimated $3.17K and leaving 4,067 shares worth $516K. The position accounts for 0.01% of the portfolio, ranked #532.

Sagespring Wealth Partners first reported a position in IXG in Q1 2026 and has held it in 3 quarters since. The position peaked at $611K in Q1 2026. 37 funds tracked by Wall St. Rank hold IXG as of Q3 2026.

  • Sagespring Wealth Partners held 4,067 shares of iShares Global Financials ETF worth $516K as of Q3 2026.
  • Sagespring Wealth Partners sold 24 iShares Global Financials ETF shares in Q3 2026, an estimated $3.17K.
  • iShares Global Financials ETF made up 0.01% of Sagespring Wealth Partners's portfolio in Q3 2026, its #532 holding.
  • Sagespring Wealth Partners first reported a position in iShares Global Financials ETF in Q1 2026 and has held it in 3 quarters since.
  • Sagespring Wealth Partners's iShares Global Financials ETF position peaked at $611K in Q1 2026.
  • 37 funds tracked by Wall St. Rank held iShares Global Financials ETF as of Q3 2026.

Based on Sagespring Wealth Partners's 13F filing for Q3 2026, filed 22 Oct 2026.