Sound Income Strategies’s iShares Global Financials ETF IXG Stock Holding History

Sound Income Strategies’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
2025 Q4	–	Sell	-481	Closed	-$55.5K	–	2543
2025 Q3	$55.5K	Hold	481	–	–	﹤0.01%	525
2025 Q2	$53.3K	Hold	481	–	–	﹤0.01%	506
2025 Q1	$49.6K	Hold	481	–	–	﹤0.01%	505
2024 Q4	$46.2K	Hold	481	–	–	﹤0.01%	484
2024 Q3	$45.5K	Hold	481	–	–	﹤0.01%	465
2024 Q2	$40.9K	Hold	481	–	–	﹤0.01%	470
2024 Q1	$41.7K	Hold	481	–	–	﹤0.01%	444
2023 Q4	$37.8K	Buy	+481	New	+$35.1K	﹤0.01%	459

Other funds holding IXG

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

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

JBA

Johnson Bixby & Associates Vancouver, Washington $896M AUM 16.62% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

CIM

Cambria Investment Management Manhattan Beach, California $1.79B AUM 28.1% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Banco Santander Madrid, Spain $16.1B AUM 35.02% 1-Year Est. Return

Sound Income Strategies's IXG Position: Q4 2025 in Review

Sound Income Strategies sold out of iShares Global Financials ETF (IXG) in Q4 2025, closing a stake of 481 shares — an estimated $55.5K sold.

Sound Income Strategies first reported a position in IXG in Q4 2023 and held it in 8 quarters. The position peaked at $55.5K in Q3 2025. 139 funds tracked by Wall St. Rank hold IXG as of Q4 2025.

Sound Income Strategies reported no remaining iShares Global Financials ETF position as of Q4 2025 after selling out during the quarter.
Sound Income Strategies sold 481 iShares Global Financials ETF shares in Q4 2025, an estimated $55.5K.
Sound Income Strategies first reported a position in iShares Global Financials ETF in Q4 2023 and held it in 8 quarters.
Sound Income Strategies's iShares Global Financials ETF position peaked at $55.5K in Q3 2025.
139 funds tracked by Wall St. Rank held iShares Global Financials ETF as of Q4 2025.

Based on Sound Income Strategies's 13F filing for Q4 2025, filed 21 Jan 2026.