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Steward Partners Investment Advisory’s iShares Global Financials ETF IXG Stock Holding History

Steward Partners Investment Advisory’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
Q1 		$117K Buy
1,026
+105
+11% +$12.5K ﹤0.01% 2293
2025
Q4 		$111K Buy
921
+215
+30% +$25K ﹤0.01% 2231
2025
Q3 		$82.4K Buy
706
+107
+18% +$12.2K ﹤0.01% 2341
2025
Q2 		$66.4K Sell
599
-58
-9% -$6.08K ﹤0.01% 2325
2025
Q1 		$67.7K Buy
657
+86
+15% +$8.73K ﹤0.01% 2222
2024
Q4 		$54.8K Hold
571
– – ﹤0.01% 2288
2024
Q3 		$54K Hold
571
– – ﹤0.01% 2198
2024
Q2 		$48.6K Hold
571
– – ﹤0.01% 2123
2024
Q1 		$49.5K Hold
571
– – ﹤0.01% 2125
2023
Q4 		$44.9K Buy
571
+315
+123% +$23K ﹤0.01% 2044
2023
Q3 		$18K Sell
256
-197
-43% -$14.3K ﹤0.01% 2359
2023
Q2 		$32.4K Sell
453
-23
-5% -$1.62K ﹤0.01% 2065
2023
Q1 		$32.8K Buy
476
+23
+5% +$1.68K ﹤0.01% 2045
2022
Q4 		$31.8K Hold
453
– – ﹤0.01% 2016
2022
Q3 		$28K Sell
453
-6,946
-94% -$466K ﹤0.01% 2064
2022
Q2 		$486K Sell
7,399
-129
-2% -$9.33K 0.01% 862
2022
Q1 		$598K Sell
7,528
-18,853
-71% -$1.52M 0.01% 864
2021
Q4 		$2.11M Sell
26,381
-7,422
-22% -$601K 0.03% 483
2021
Q3 		$2.65M Sell
33,803
-4,118
-11% -$323K 0.05% 386
2021
Q2 		$2.94M Buy
37,921
+37,721
+18,861% +$2.94M 0.05% 360
2021
Q1 		$14.7K Buy
+200
New +$14K ﹤0.01% 2614
2020
Q3 		– Sell
-9,585
Closed -$500K – 2797
2020
Q2 		$500K Buy
9,585
+977
+11% +$49.2K 0.01% 628
2020
Q1 		$406K Buy
8,608
+751
+10% +$46.1K 0.01% 613
2019
Q4 		$540K Buy
7,857
+1,484
+23% +$98.6K 0.02% 611
2019
Q3 		$408K Buy
6,373
+1,107
+21% +$69.6K 0.01% 642
2019
Q2 		$337K Buy
+5,266
New +$336K 0.01% 664

Other funds holding IXG

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
BS
Banco Santander Madrid, Spain $12.4B AUM 29.42% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SL
Salomon & Ludwin Richmond, Virginia $1.12B AUM 14.38% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Steward Partners Investment Advisory's IXG Position: Q1 2026 in Review

Steward Partners Investment Advisory increased its iShares Global Financials ETF (IXG) stake by 11% in Q1 2026, buying an estimated $12.5K and bringing the position to 1,026 shares worth $117K. The position accounts for ﹤0.01% of the portfolio, ranked #2293.

Steward Partners Investment Advisory first reported a position in IXG in Q2 2019 and has held it in 26 quarters since. The position peaked at $2.94M in Q2 2021. 136 funds tracked by Wall St. Rank hold IXG as of Q1 2026.

  • Steward Partners Investment Advisory held 1,026 shares of iShares Global Financials ETF worth $117K as of Q1 2026.
  • Steward Partners Investment Advisory bought 105 iShares Global Financials ETF shares in Q1 2026, an estimated $12.5K.
  • iShares Global Financials ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #2293 holding.
  • Steward Partners Investment Advisory first reported a position in iShares Global Financials ETF in Q2 2019 and has held it in 26 quarters since.
  • Steward Partners Investment Advisory's iShares Global Financials ETF position peaked at $2.94M in Q2 2021.
  • 136 funds tracked by Wall St. Rank held iShares Global Financials ETF as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.