Number of Shares
129,625.00
Current Holdings Value*
$14.37 Mil
% of Portfolio
1.97%
Total Estimate Gain
$1.31 Mil
% of Total Estimate Gain
9.93%

Johnson Bixby & Associates, LLC's iShares Global Financials ETF Holding Summary

As of 2025-06-30, Johnson Bixby & Associates, LLC held 129,625.00 shares of iShares Global Financials ETF(IXG), totaling $14.37 Mil. This investment constitutes 1.97% of their stock portfolio, and Johnson Bixby & Associates, LLC now holds 2.65% of the outstanding iShares Global Financials ETF(IXG) stock.

The initial trade took place in 2025Q1. And since then Johnson Bixby & Associates, LLC has made 2 purchases of IXG, at an average price of $101.61, for a total of 129,625.00 shares. Based on historical transaction data and IXG's current price of $111.71, Johnson Bixby & Associates, LLC's estimated gain on his IXG holdings is $1.31 Mil, reflecting a 9.93% gain to date.

Johnson Bixby & Associates, LLC IXG ($111.71) Holding Chart

Johnson Bixby & Associates, LLC IXG ($111.71) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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