AE Wealth Management’s iShares Global Comm Services ETF IXP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.72M | Buy |
77,629
+5,767
| +8% | +$648K | 0.06% | 269 |
|
|
2025
Q1 | $6.97M | Buy |
71,862
+1,919
| +3% | +$186K | 0.06% | 291 |
|
|
2024
Q4 | $6.76M | Buy |
69,943
+2,645
| +4% | +$256K | 0.06% | 289 |
|
|
2024
Q3 | $6.33M | Buy |
67,298
+2,925
| +5% | +$275K | 0.06% | 291 |
|
|
2024
Q2 | $5.72M | Buy |
64,373
+11,714
| +22% | +$1.04M | 0.06% | 298 |
|
|
2024
Q1 | $4.43M | Buy |
52,659
+2,081
| +4% | +$175K | 0.05% | 318 |
|
|
2023
Q4 | $4.02M | Buy |
50,578
+10,084
| +25% | +$802K | 0.02% | 665 |
|
|
2023
Q3 | $2.77M | Sell |
40,494
-769
| -2% | -$52.5K | 0.02% | 734 |
|
|
2023
Q2 | $2.82M | Buy |
41,263
+1,304
| +3% | +$89.2K | 0.02% | 725 |
|
|
2023
Q1 | $2.56M | Buy |
39,959
+1,879
| +5% | +$120K | 0.02% | 705 |
|
|
2022
Q4 | $2.07M | Sell |
38,080
-2,532
| -6% | -$138K | 0.02% | 732 |
|
|
2022
Q3 | $2.13M | Buy |
+40,612
| New | +$2.13M | 0.02% | 679 |
|
|
2019
Q1 | – | Sell |
-4,433
| Closed | -$222K | – | 650 |
|
|
2018
Q4 | $222K | Sell |
4,433
-12,269
| -73% | -$614K | 0.04% | 424 |
|
|
2018
Q3 | $967K | Buy |
+16,702
| New | +$967K | 0.05% | 221 |
|
|
2018
Q1 | – | Sell |
-3,801
| Closed | -$230K | – | 447 |
|
|
2017
Q4 | $230K | Buy |
+3,801
| New | +$230K | 0.02% | 369 |
|