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Salomon & Ludwin’s iShares Global Financials ETF IXG Stock Holding History

Salomon & Ludwin’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 		$6.23M Sell
49,345
-671
-1% -$81.6K 0.51% 39
2026
Q1 		$5.74M Sell
50,016
-186
-0.4% -$22.1K 0.51% 38
2025
Q4 		$6.22M Sell
50,202
-162
-0.3% -$18.9K 0.55% 38
2025
Q3 		$5.87M Sell
50,364
-182
-0.4% -$20.7K 0.53% 39
2025
Q2 		$5.62M Sell
50,546
-2,993
-6% -$314K 0.56% 38
2025
Q1 		$5.52M Sell
53,539
-76
-0.1% -$7.72K 0.59% 37
2024
Q4 		$5.15M Sell
53,615
-4,243
-7% -$414K 0.55% 39
2024
Q3 		$5.47M Sell
57,858
-6,102
-10% -$549K 0.56% 36
2024
Q2 		$5.44M Sell
63,960
-15,388
-19% -$1.32M 0.61% 38
2024
Q1 		$6.87M Sell
79,348
-3,431
-4% -$279K 0.59% 40
2023
Q4 		$5.83M Hold
82,779
– – 0.61% 36
2023
Q3 		$5.83M Sell
82,779
-192
-0.2% -$13.9K 0.61% 36
2023
Q2 		$5.94M Sell
82,971
-1,164
-1% -$81.8K 0.63% 37
2023
Q1 		$5.81M Sell
84,135
-255
-0.3% -$18.6K 0.69% 36
2022
Q4 		$5.93M Buy
84,390
+18,156
+27% +$1.24M 0.75% 34
2022
Q3 		$4.06M Buy
66,234
+348
+0.5% +$23.3K 0.61% 36
2022
Q2 		$4.33M Buy
65,886
+2,038
+3% +$147K 0.67% 32
2022
Q1 		$5.07M Buy
63,848
+427
+0.7% +$34.5K 0.74% 32
2021
Q4 		$5.08M Sell
63,421
-2,185
-3% -$177K 0.72% 33
2021
Q3 		$5.15M Buy
65,606
+502
+0.8% +$39.3K 0.8% 31
2021
Q2 		$5.05M Sell
65,104
-58
-0.1% -$4.52K 0.79% 32
2021
Q1 		$4.78M Buy
65,162
+4
+0% +$280 0.81% 32
2020
Q4 		$4.24M Sell
65,158
-890
-1% -$53K 0.79% 32
2020
Q3 		$3.5M Sell
66,048
-5,622
-8% -$306K 0.73% 32
2020
Q2 		$3.74M Buy
71,670
+971
+1% +$48.9K 0.81% 32
2020
Q1 		$3.34M Buy
+70,699
New +$4.34M 0.86% 26

Other funds holding IXG

Morgan Stanley
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BS
Banco Santander Madrid, Spain $16.1B AUM 35.02% 1-Year Est. Return
DZ Bank
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
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

Salomon & Ludwin's IXG Position: Q2 2026 in Review

Salomon & Ludwin reduced its iShares Global Financials ETF (IXG) stake by 1.3% in Q2 2026, selling an estimated $81.6K and leaving 49,345 shares worth $6.23M. The position accounts for 0.51% of the portfolio, ranked #39.

Salomon & Ludwin first reported a position in IXG in Q1 2020 and has held it in 26 quarters since. The position peaked at $6.87M in Q1 2024. 128 funds tracked by Wall St. Rank hold IXG as of Q2 2026.

  • Salomon & Ludwin held 49,345 shares of iShares Global Financials ETF worth $6.23M as of Q2 2026.
  • Salomon & Ludwin sold 671 iShares Global Financials ETF shares in Q2 2026, an estimated $81.6K.
  • iShares Global Financials ETF made up 0.51% of Salomon & Ludwin's portfolio in Q2 2026, its #39 holding.
  • Salomon & Ludwin first reported a position in iShares Global Financials ETF in Q1 2020 and has held it in 26 quarters since.
  • Salomon & Ludwin's iShares Global Financials ETF position peaked at $6.87M in Q1 2024.
  • 128 funds tracked by Wall St. Rank held iShares Global Financials ETF as of Q2 2026.

Based on Salomon & Ludwin's 13F filing for Q2 2026, filed 7 Aug 2026.