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Signature Estate & Investment Advisors’s iShares Global Financials ETF IXG Stock Holding History

Signature Estate & Investment 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 		$287K Buy
2,302
+23
+1% +$2.8K 0.01% 554
2026
Q1 		$260K Hold
2,279
– – 0.01% 563
2025
Q4 		$275K Buy
2,279
+15
+0.7% +$1.75K 0.01% 518
2025
Q3 		$264K Hold
2,264
– – 0.01% 521
2025
Q2 		$251K Buy
2,264
+22
+1% +$2.31K 0.01% 506
2025
Q1 		$231K Sell
2,242
-457
-17% -$46.4K 0.01% 494
2024
Q4 		$259K Buy
2,699
+23
+0.9% +$2.24K 0.01% 447
2024
Q3 		$253K Hold
2,676
– – 0.01% 440
2024
Q2 		$228K Buy
+2,676
New +$229K 0.01% 459

Other funds holding IXG

BS
Banco Santander Madrid, Spain $16.1B AUM 35.02% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
FGWP
Founders Grove Wealth Partners Richmond, Virginia $501M AUM 23.49% 1-Year Est. Return
ST
Sentinel Trust Houston, Texas $1.13B AUM 24.31% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
GIA
Gladstone Institutional Advisory Palm Beach Gardens, Florida $3.16B AUM 29.04% 1-Year Est. Return

Signature Estate & Investment Advisors's IXG Position: Q2 2026 in Review

Signature Estate & Investment Advisors increased its iShares Global Financials ETF (IXG) stake by 1% in Q2 2026, buying an estimated $2.8K and bringing the position to 2,302 shares worth $287K. The position accounts for 0.01% of the portfolio, ranked #554.

Signature Estate & Investment Advisors first reported a position in IXG in Q2 2024 and has held it in 9 quarters since. 65 funds tracked by Wall St. Rank hold IXG as of Q2 2026.

  • Signature Estate & Investment Advisors held 2,302 shares of iShares Global Financials ETF worth $287K as of Q2 2026.
  • Signature Estate & Investment Advisors bought 23 iShares Global Financials ETF shares in Q2 2026, an estimated $2.8K.
  • iShares Global Financials ETF made up 0.01% of Signature Estate & Investment Advisors's portfolio in Q2 2026, its #554 holding.
  • Signature Estate & Investment Advisors first reported a position in iShares Global Financials ETF in Q2 2024 and has held it in 9 quarters since.
  • 65 funds tracked by Wall St. Rank held iShares Global Financials ETF as of Q2 2026.

Based on Signature Estate & Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.