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Strategic Financial Concepts’s iShares Global Financials ETF IXG Stock Holding History

Strategic Financial Concepts’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 		$239K Buy
+2,100
New +$249K 0.06% 255
2025
Q4 		– Sell
-2,200
Closed -$257K – 206
2025
Q3 		$257K Hold
2,200
– – 0.04% 222
2025
Q2 		$244K Hold
2,200
– – 0.03% 233
2025
Q1 		$227K Buy
+2,200
New +$223K 0.04% 293
2024
Q3 		– Sell
-161,722
Closed -$1.8K – 477
2024
Q2 		$1.8K Buy
+161,722
New +$13.8M ﹤0.01% 565

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

Strategic Financial Concepts's IXG Position: Q1 2026 in Review

Strategic Financial Concepts opened a new position in iShares Global Financials ETF (IXG) in Q1 2026: 2,100 shares worth $239K. The stake represents 0.06% of the portfolio and ranks #255 among its holdings. This is a return to the name: Strategic Financial Concepts previously reported a position in IXG as recently as Q3 2025.

Strategic Financial Concepts first reported a position in IXG in Q2 2024 and has held it in 5 quarters since. The position peaked at $257K in Q3 2025. 136 funds tracked by Wall St. Rank hold IXG as of Q1 2026.

  • Strategic Financial Concepts held 2,100 shares of iShares Global Financials ETF worth $239K as of Q1 2026.
  • iShares Global Financials ETF was a new Strategic Financial Concepts position in Q1 2026.
  • iShares Global Financials ETF made up 0.06% of Strategic Financial Concepts's portfolio in Q1 2026, its #255 holding.
  • Strategic Financial Concepts first reported a position in iShares Global Financials ETF in Q2 2024 and has held it in 5 quarters since.
  • Strategic Financial Concepts's iShares Global Financials ETF position peaked at $257K in Q3 2025.
  • 136 funds tracked by Wall St. Rank held iShares Global Financials ETF as of Q1 2026.

Based on Strategic Financial Concepts's 13F filing for Q1 2026, filed 13 May 2026.