WR Wealth Planners’s iShares Global Financials ETF IXG Stock Holding History

WR Wealth Planners’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
2024 Q4	$12.1K	Sell	126 -54	-30%	-$5.26K	﹤0.01%	566
2024 Q3	$17K	Hold	180	–	–	﹤0.01%	532
2024 Q2	$15.3K	Sell	180 -48	-21%	-$4.11K	﹤0.01%	500
2024 Q1	$19.8K	Buy	+228	New	+$18.5K	0.01%	454
2023 Q4	–	Sell	-656	Closed	-$46.2K	–	529
2023 Q3	$46.2K	Sell	656 -22	-3%	-$1.59K	0.02%	326
2023 Q2	$48.5K	Sell	678 -42	-6%	-$2.95K	0.02%	320
2023 Q1	$49.7K	Sell	720 -153	-18%	-$11.2K	0.02%	320
2022 Q4	$61.4K	Sell	873 -3,218	-79%	-$220K	0.04%	159
2022 Q3	$251K	Sell	4,091 -1,361	-25%	-$91.2K	0.18%	91
2022 Q2	$358K	Sell	5,452 -334	-6%	-$24.1K	0.24%	69
2022 Q1	$460K	Buy	+5,786	New	+$468K	0.27%	62

Other funds holding IXG

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

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

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

CIM

Cambria Investment Management Manhattan Beach, California $1.79B AUM 28.1% 1-Year Est. Return

AIC

Ayalon Insurance Company Ramat Gan, Israel $815M AUM 33.1% 1-Year Est. Return

RBA

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

Salomon & Ludwin Richmond, Virginia $1.12B AUM 14.38% 1-Year Est. Return

Banco Santander Madrid, Spain $16.1B AUM 35.02% 1-Year Est. Return

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

CAM

Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return

WR Wealth Planners's IXG Position: Q4 2024 in Review

WR Wealth Planners reduced its iShares Global Financials ETF (IXG) stake by 30% in Q4 2024, selling an estimated $5.26K and leaving 126 shares worth $12.1K. The position accounts for ﹤0.01% of the portfolio, ranked #566.

WR Wealth Planners first reported a position in IXG in Q1 2022 and has held it in 11 quarters since. The position peaked at $460K in Q1 2022. 127 funds tracked by Wall St. Rank hold IXG as of Q4 2024.

WR Wealth Planners held 126 shares of iShares Global Financials ETF worth $12.1K as of Q4 2024.
WR Wealth Planners sold 54 iShares Global Financials ETF shares in Q4 2024, an estimated $5.26K.
iShares Global Financials ETF made up ﹤0.01% of WR Wealth Planners's portfolio in Q4 2024, its #566 holding.
WR Wealth Planners first reported a position in iShares Global Financials ETF in Q1 2022 and has held it in 11 quarters since.
WR Wealth Planners's iShares Global Financials ETF position peaked at $460K in Q1 2022.
127 funds tracked by Wall St. Rank held iShares Global Financials ETF as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.