IXG β€” ISHARES GLOBAL FINANCIALS ETF

Ownership history in Lindbrook Capital, LLC  Β·  13 quarters on record

AI Ownership Summary

Lindbrook Capital, LLC reported ISHARES GLOBAL FINANCIALS ETF (IXG) in 13 quarterly 13F filings from 2023 Q4 through 2024 Q4. Peak portfolio weight reached 0.01% in 2024 Q4. The latest visible filing shows IXG at 0.01% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this IXG ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Lindbrook Capital, LLC's position in ISHARES GLOBAL FINANCIALS ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2024 Q4

IXG was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.01% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2024 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Lindbrook Capital, LLC held IXG β€” position size vs. price
% of Fund (quarterly)    IXG price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 5 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2024 Q4 UNCHANGED 1,213 β€” 0% 0.01% $117K 2025-02-06 $101.49
2024 Q3 UNCHANGED 1,213 β€” 0% 0.01% $115K 2024-11-01 $91.99
2024 Q2 UNCHANGED 1,213 β€” 0% 0.01% $103K 2024-07-31 $87.20
2024 Q1 UNCHANGED 1,213 β€” 0% 0.01% $105K 2024-04-25 $80.15
2023 Q4 UNCHANGED 1,213 β€” 0% 0.01% $95K 2024-02-01 $75.65
8 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About Lindbrook Capital, LLC and IXG

These are the practical questions this page is built to answer before you even open the full history table.

How long has Lindbrook Capital, LLC reported owning IXG?

Lindbrook Capital, LLC reported IXG across 5 quarterly 13F filings, from 2023 Q4 through 2024 Q4.

What was the largest reported IXG position in Lindbrook Capital, LLC's portfolio?

The largest reported portfolio weight for IXG was 0.01% in 2024 Q4.

What is the latest reported IXG position on this page?

The most recent filing on this page is 2024 Q4, when Lindbrook Capital, LLC reported 1,213 shares, equal to 0.01% of portfolio, with an estimated market value of $117K.

What does the chart on this IXG ownership page compare?

The chart compares Lindbrook Capital, LLC's quarterly IXG portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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