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Spire Wealth Management’s iShares Global Financials ETF IXG Stock Holding History

Spire Wealth Management’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 		$200K Buy
1,609
+1
+0.1% +$122 0.01% 788
2026
Q1 		$183K Hold
1,608
– – 0.01% 805
2025
Q4 		$194K Buy
1,608
+1
+0.1% +$116 0.01% 801
2025
Q3 		$188K Hold
1,607
– – 0.01% 800
2025
Q2 		$178K Sell
1,607
-1,109
-41% -$116K 0.01% 796
2025
Q1 		$280K Sell
2,716
-107
-4% -$10.9K 0.01% 733
2024
Q4 		$271K Sell
2,823
-111
-4% -$10.8K 0.01% 733
2024
Q3 		$277K Sell
2,934
-45
-2% -$4.05K 0.01% 652
2024
Q2 		$253K Sell
2,979
-282
-9% -$24.1K 0.01% 659
2024
Q1 		$283K Sell
3,261
-3,172
-49% -$258K 0.01% 678
2023
Q4 		$502K Sell
6,433
-39,459
-86% -$2.88M 0.02% 515
2023
Q3 		$3.23M Buy
45,892
+56
+0.1% +$4.06K 0.12% 182
2023
Q2 		$3.28M Buy
45,836
+1,048
+2% +$73.6K 0.12% 170
2023
Q1 		$3.09M Buy
44,788
+15,855
+55% +$1.16M 0.12% 160
2022
Q4 		$2.03M Buy
28,933
+4,750
+20% +$324K 0.11% 155
2022
Q3 		$1.48M Sell
24,183
-17,825
-42% -$1.19M 0.09% 160
2022
Q2 		$2.76M Sell
42,008
-34,492
-45% -$2.49M 0.11% 168
2022
Q1 		$6.28M Sell
76,500
-15,740
-17% -$1.27M 0.17% 136
2021
Q4 		$7.38M Sell
92,240
-2,123
-2% -$172K 0.16% 143
2021
Q3 		$7.43M Sell
94,363
-968
-1% -$75.8K 0.2% 129
2021
Q2 		$7.4M Buy
+95,331
New +$7.43M 0.2% 131

Other funds holding IXG

AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
ST
Sentinel Trust Houston, Texas $1.13B AUM 24.31% 1-Year Est. Return
DI
Decision Investments San Diego, California $110M AUM
FWA
FSM Wealth Advisors Cleveland, Ohio $939M AUM 22.84% 1-Year Est. Return
JBA
Johnson Bixby & Associates Vancouver, Washington $896M AUM 16.62% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
NWM
Nova Wealth Management Bonita Springs, Florida $181M AUM 27.89% 1-Year Est. Return
C1AG
Client 1st Advisory Group Dunedin, Florida $384M AUM 22.43% 1-Year Est. Return
CSB
City State Bank Norwalk, Iowa $436M AUM 32.32% 1-Year Est. Return
HIA
Harbor Investment Advisory Lutherville, Maryland $1.43B AUM 30.71% 1-Year Est. Return

Spire Wealth Management's IXG Position: Q2 2026 in Review

Spire Wealth Management increased its iShares Global Financials ETF (IXG) stake by 0.06% in Q2 2026, buying an estimated $122 and bringing the position to 1,609 shares worth $200K. The position accounts for 0.01% of the portfolio, ranked #788.

Spire Wealth Management first reported a position in IXG in Q2 2021 and has held it in 21 quarters since. The position peaked at $7.43M in Q3 2021. 17 funds tracked by Wall St. Rank hold IXG as of Q2 2026.

  • Spire Wealth Management held 1,609 shares of iShares Global Financials ETF worth $200K as of Q2 2026.
  • Spire Wealth Management bought 1 iShares Global Financials ETF share in Q2 2026, an estimated $122.
  • iShares Global Financials ETF made up 0.01% of Spire Wealth Management's portfolio in Q2 2026, its #788 holding.
  • Spire Wealth Management first reported a position in iShares Global Financials ETF in Q2 2021 and has held it in 21 quarters since.
  • Spire Wealth Management's iShares Global Financials ETF position peaked at $7.43M in Q3 2021.
  • 17 funds tracked by Wall St. Rank held iShares Global Financials ETF as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.