Wealthstar Advisors’s iShares Global Financials ETF IXG Stock Holding History

Wealthstar 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
2026 Q3	$2.35M	Buy	+18,541	New	+$2.45M	0.67%	13

Other funds holding IXG

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

FGWP

Founders Grove Wealth Partners Richmond, Virginia $507M AUM 17.69% 1-Year Est. Return

Decision Investments San Diego, California $110M AUM 52.83% 1-Year Est. Return

Unique Wealth Clearwater, Florida $877M AUM 13.76% 1-Year Est. Return

Johnson Bixby & Associates Vancouver, Washington $916M AUM 10.38% 1-Year Est. Return

MCM

MontVue Capital Management Lynchburg, Virginia $171M AUM 16.62% 1-Year Est. Return

Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Harbor Investment Advisory Lutherville, Maryland $1.47B AUM 24.2% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Wealthstar Advisors's IXG Position: Q3 2026 in Review

Wealthstar Advisors opened a new position in iShares Global Financials ETF (IXG) in Q3 2026: 18,541 shares worth $2.35M. The stake represents 0.67% of the portfolio and ranks #13 among its holdings.

16 funds tracked by Wall St. Rank hold IXG as of Q3 2026.

Wealthstar Advisors held 18,541 shares of iShares Global Financials ETF worth $2.35M as of Q3 2026.
iShares Global Financials ETF was a new Wealthstar Advisors position in Q3 2026.
iShares Global Financials ETF made up 0.67% of Wealthstar Advisors's portfolio in Q3 2026, its #13 holding.
16 funds tracked by Wall St. Rank held iShares Global Financials ETF as of Q3 2026.

Based on Wealthstar Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.