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Waterloo Capital’s iShares Global Financials ETF IXG Stock Holding History

Waterloo Capital’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 		– Sell
-4,383
Closed -$529K – 500
2025
Q4 		$529K Buy
4,383
+897
+26% +$104K 0.04% 289
2025
Q3 		$407K Buy
+3,486
New +$396K 0.03% 318

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

Waterloo Capital's IXG Position: Q1 2026 in Review

Waterloo Capital sold out of iShares Global Financials ETF (IXG) in Q1 2026, closing a stake of 4,383 shares — an estimated $529K sold.

Waterloo Capital first reported a position in IXG in Q3 2025 and held it in 2 quarters. The position peaked at $529K in Q4 2025. 136 funds tracked by Wall St. Rank hold IXG as of Q1 2026.

  • Waterloo Capital reported no remaining iShares Global Financials ETF position as of Q1 2026 after selling out during the quarter.
  • Waterloo Capital sold 4,383 iShares Global Financials ETF shares in Q1 2026, an estimated $529K.
  • Waterloo Capital first reported a position in iShares Global Financials ETF in Q3 2025 and held it in 2 quarters.
  • Waterloo Capital's iShares Global Financials ETF position peaked at $529K in Q4 2025.
  • 136 funds tracked by Wall St. Rank held iShares Global Financials ETF as of Q1 2026.

Based on Waterloo Capital's 13F filing for Q1 2026, filed 12 May 2026.