BSC
IXG icon

BOLTON SECURITIES CORPORATION’s iShares Global Financials ETF IXG Stock Holding History

BOLTON SECURITIES CORPORATION’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 		$690K Buy
+6,049
New +$719K 0.03% 456
2025
Q3 		$701K Buy
+6,009
New +$683K 0.03% 432
2025
Q1 		$606K Buy
+5,879
New +$597K 0.04% 436

Other funds holding IXG

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Avior Wealth Management
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
Banco Santander
Banco Santander Madrid, Spain $18.9B AUM 35.04% 1-Year Est. Return
Federation des caisses Desjardins du Quebec
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $32.7B AUM 35.71% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Salomon & Ludwin
Salomon & Ludwin Richmond, Virginia $1.21B AUM 12.69% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

BOLTON SECURITIES CORPORATION's IXG Position: Q1 2026 in Review

BOLTON SECURITIES CORPORATION opened a new position in iShares Global Financials ETF (IXG) in Q1 2026: 6,049 shares worth $690K. The stake represents 0.03% of the portfolio and ranks #456 among its holdings. This is a return to the name: BOLTON SECURITIES CORPORATION previously reported a position in IXG as recently as Q3 2025.

BOLTON SECURITIES CORPORATION first reported a position in IXG in Q1 2025 and has held it in 3 quarters since. The position peaked at $701K in Q3 2025. 140 funds tracked by Wall St. Rank hold IXG as of Q1 2026.

  • BOLTON SECURITIES CORPORATION held 6,049 shares of iShares Global Financials ETF worth $690K as of Q1 2026.
  • iShares Global Financials ETF was a new BOLTON SECURITIES CORPORATION position in Q1 2026.
  • iShares Global Financials ETF made up 0.03% of BOLTON SECURITIES CORPORATION's portfolio in Q1 2026, its #456 holding.
  • BOLTON SECURITIES CORPORATION first reported a position in iShares Global Financials ETF in Q1 2025 and has held it in 3 quarters since.
  • BOLTON SECURITIES CORPORATION's iShares Global Financials ETF position peaked at $701K in Q3 2025.
  • 140 funds tracked by Wall St. Rank held iShares Global Financials ETF as of Q1 2026.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q1 2026, filed 12 Nov 2026.