Wealth Enhancement Advisory Services
IXG icon

Wealth Enhancement Advisory Services’s iShares Global Financials ETF IXG Stock Holding History

Wealth Enhancement Advisory Services’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
-2,421
Closed -$300K – 3747
2025
Q4 		$300K Buy
2,421
+646
+36% +$75.2K ﹤0.01% 2921
2025
Q3 		$206K Buy
+1,775
New +$202K ﹤0.01% 3118

Other funds holding IXG

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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

Wealth Enhancement Advisory Services's IXG Position: Q1 2026 in Review

Wealth Enhancement Advisory Services sold out of iShares Global Financials ETF (IXG) in Q1 2026, closing a stake of 2,421 shares — an estimated $300K sold.

Wealth Enhancement Advisory Services first reported a position in IXG in Q3 2025 and held it in 2 quarters. The position peaked at $300K in Q4 2025. 136 funds tracked by Wall St. Rank hold IXG as of Q1 2026.

  • Wealth Enhancement Advisory Services reported no remaining iShares Global Financials ETF position as of Q1 2026 after selling out during the quarter.
  • Wealth Enhancement Advisory Services sold 2,421 iShares Global Financials ETF shares in Q1 2026, an estimated $300K.
  • Wealth Enhancement Advisory Services first reported a position in iShares Global Financials ETF in Q3 2025 and held it in 2 quarters.
  • Wealth Enhancement Advisory Services's iShares Global Financials ETF position peaked at $300K in Q4 2025.
  • 136 funds tracked by Wall St. Rank held iShares Global Financials ETF as of Q1 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q1 2026, filed 8 Apr 2026.