V Wealth Advisors’s iShares Global Financials ETF IXG Stock Holding History

V Wealth Advisors’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
2022 Q1	–	Sell	-2,583	Closed	-$207K	–	459
2021 Q4	$207K	Sell	2,583 -292	-10%	-$23.6K	0.03%	427
2021 Q3	$226K	Sell	2,875 -174	-6%	-$13.6K	0.04%	411
2021 Q2	$237K	Buy	+3,049	New	+$238K	0.04%	415

Other funds holding IXG

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

RBA

Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

Diversified Wilmington, Delaware $911M AUM 31% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

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

V Wealth Advisors's IXG Position: Q1 2022 in Review

V Wealth Advisors sold out of iShares Global Financials ETF (IXG) in Q1 2022, closing a stake of 2,583 shares — an estimated $207K sold.

V Wealth Advisors first reported a position in IXG in Q2 2021 and held it in 3 quarters. The position peaked at $237K in Q2 2021. 217 funds tracked by Wall St. Rank hold IXG as of Q1 2022.

V Wealth Advisors reported no remaining iShares Global Financials ETF position as of Q1 2022 after selling out during the quarter.
V Wealth Advisors sold 2,583 iShares Global Financials ETF shares in Q1 2022, an estimated $207K.
V Wealth Advisors first reported a position in iShares Global Financials ETF in Q2 2021 and held it in 3 quarters.
V Wealth Advisors's iShares Global Financials ETF position peaked at $237K in Q2 2021.
217 funds tracked by Wall St. Rank held iShares Global Financials ETF as of Q1 2022.

Based on V Wealth Advisors's 13F filing for Q1 2022, filed 16 May 2022.