IXG ISHARES GLOBAL FINANCIALS ETF

Ownership history in Salomon & Ludwin, LLC  ·  24 quarters on record

This page tracks every 13F SEC filing in which Salomon & Ludwin, LLC reported a position in ISHARES GLOBAL FINANCIALS ETF (IXG). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.86% (2020 Q1)
Avg. % of fund
0.67%
First filed
2020 Q1
Last filed
2025 Q4
Quarters held
24
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 50,202 -162 -0.3% 0.55% $6.2M $120.79
2025 Q3 REDUCED 50,364 -182 -0.4% 0.53% $5.9M $115.64
2025 Q2 REDUCED 50,546 -2,993 -5.6% 0.56% $5.6M $109.84
2025 Q1 REDUCED 53,539 -76 -0.1% 0.59% $5.5M $100.78
2024 Q4 REDUCED 53,615 -4,243 -7.3% 0.55% $5.2M $93.97
2024 Q3 REDUCED 57,858 -6,102 -9.5% 0.56% $5.5M $91.53
2024 Q2 REDUCED 63,960 -15,388 -19.4% 0.61% $5.4M $82.32
2024 Q1 REDUCED 79,348 -3,431 -4.1% 0.59% $6.9M $82.43
2023 Q4 UNCHANGED 82,779 0% 0.61% $5.8M $74.77
2023 Q3 REDUCED 82,779 -192 -0.2% 0.61% $5.8M $66.23
14 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    IXG price (monthly, adj. close)
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