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Wealthspire Advisors (New York)’s iShares Global Financials ETF IXG Stock Holding History

Wealthspire Advisors (New York)’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
-3,308
Closed -$400K – 1024
2025
Q4 		$400K Buy
3,308
+3,207
+3,175% +$373K ﹤0.01% 693
2025
Q3 		$11.8K Buy
+101
New +$11.5K ﹤0.01% 1935

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

Wealthspire Advisors (New York)'s IXG Position: Q1 2026 in Review

Wealthspire Advisors (New York) sold out of iShares Global Financials ETF (IXG) in Q1 2026, closing a stake of 3,308 shares — an estimated $400K sold.

Wealthspire Advisors (New York) first reported a position in IXG in Q3 2025 and held it in 2 quarters. The position peaked at $400K in Q4 2025. 136 funds tracked by Wall St. Rank hold IXG as of Q1 2026.

  • Wealthspire Advisors (New York) reported no remaining iShares Global Financials ETF position as of Q1 2026 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 3,308 iShares Global Financials ETF shares in Q1 2026, an estimated $400K.
  • Wealthspire Advisors (New York) first reported a position in iShares Global Financials ETF in Q3 2025 and held it in 2 quarters.
  • Wealthspire Advisors (New York)'s iShares Global Financials ETF position peaked at $400K in Q4 2025.
  • 136 funds tracked by Wall St. Rank held iShares Global Financials ETF as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.