Sunbelt Securities’s iShares Global Financials ETF IXG Stock Holding History

Sunbelt Securities’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	$34.2K	Hold	300	–	–	﹤0.01%	1127
2025 Q4	$36.2K	Hold	300	–	–	﹤0.01%	1086
2025 Q3	$35K	Sell	300 -597	-67%	-$67.8K	﹤0.01%	1096
2025 Q2	$86.2K	Buy	897 +597	+199%	+$62.6K	0.01%	806
2025 Q1	$30.9K	Sell	300 -597	-67%	-$60.6K	﹤0.01%	1012
2024 Q4	$86.3K	Hold	897	–	–	0.01%	806
2024 Q3	$84.8K	Sell	897 -102	-10%	-$9.18K	0.01%	807
2024 Q2	$85K	Buy	999 +2	+0.2%	+$171	0.01%	773
2024 Q1	$86.4K	Hold	997	–	–	0.01%	747
2023 Q4	$78.3K	Hold	997	–	–	0.01%	728
2023 Q3	$70.2K	Hold	997	–	–	0.01%	732
2023 Q2	$71.3K	Hold	997	–	–	0.01%	720
2023 Q1	$68.3K	Buy	+997	New	+$72.7K	0.01%	678

Other funds holding IXG

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

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

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

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

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 San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Salomon & Ludwin Richmond, Virginia $1.12B AUM 14.38% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Sunbelt Securities's IXG Position: Q1 2026 in Review

Sunbelt Securities held its iShares Global Financials ETF (IXG) position steady in Q1 2026 at 300 shares worth $34.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1127.

Sunbelt Securities first reported a position in IXG in Q1 2023 and has held it in 13 quarters since. The position peaked at $86.4K in Q1 2024. 136 funds tracked by Wall St. Rank hold IXG as of Q1 2026.

Sunbelt Securities held 300 shares of iShares Global Financials ETF worth $34.2K as of Q1 2026.
Sunbelt Securities left its iShares Global Financials ETF share count unchanged in Q1 2026.
iShares Global Financials ETF made up ﹤0.01% of Sunbelt Securities's portfolio in Q1 2026, its #1127 holding.
Sunbelt Securities first reported a position in iShares Global Financials ETF in Q1 2023 and has held it in 13 quarters since.
Sunbelt Securities's iShares Global Financials ETF position peaked at $86.4K in Q1 2024.
136 funds tracked by Wall St. Rank held iShares Global Financials ETF as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.