Bellevue Asset Management’s iShares Global Comm Services ETF IXP Stock Holding History

Bellevue Asset Management’s Portfolio IXP Stock Details IXP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-18	Closed	-$1.75K	–	480
2025 Q1	$1.75K	Hold	18	–	–	﹤0.01%	437
2024 Q4	$1.74K	Hold	18	–	–	﹤0.01%	457
2024 Q3	$1.69K	Hold	18	–	–	﹤0.01%	431
2024 Q2	$1.6K	Hold	18	–	–	﹤0.01%	434
2024 Q1	$1.51K	Sell	18 -26	-59%	-$2.08K	﹤0.01%	437
2023 Q4	$3.28K	Hold	44	–	–	﹤0.01%	350
2023 Q3	$3K	Hold	44	–	–	﹤0.01%	343
2023 Q2	$3.01K	Hold	44	–	–	﹤0.01%	364
2023 Q1	$2.82K	Sell	44 -25	-36%	-$1.52K	﹤0.01%	375
2022 Q4	$3.73K	Hold	69	–	–	﹤0.01%	332
2022 Q3	$4K	Hold	69	–	–	﹤0.01%	329
2022 Q2	$4K	Hold	69	–	–	﹤0.01%	336
2022 Q1	$5K	Hold	69	–	–	﹤0.01%	351
2021 Q4	$6K	Sell	69 -25	-27%	-$2.11K	﹤0.01%	349
2021 Q3	$8K	Sell	94 -19	-17%	-$1.66K	﹤0.01%	349
2021 Q2	$10K	Hold	113	–	–	0.01%	332
2021 Q1	$9K	Hold	113	–	–	0.01%	364
2020 Q4	$9K	Hold	113	–	–	0.01%	354
2020 Q3	$7K	Hold	113	–	–	﹤0.01%	365
2020 Q2	$7K	Hold	113	–	–	0.01%	359
2020 Q1	$6K	Sell	113 -46	-29%	-$2.73K	0.01%	370
2019 Q4	$10K	Buy	+159	New	+$9.46K	0.01%	312

Other funds holding IXP

HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

DWM

Destination Wealth Management Walnut Creek, California $4.28B AUM 19.27% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bellevue Asset Management's IXP Position: Q2 2025 in Review

Bellevue Asset Management sold out of iShares Global Comm Services ETF (IXP) in Q2 2025, closing a stake of 18 shares — an estimated $1.75K sold.

Bellevue Asset Management first reported a position in IXP in Q4 2019 and held it in 22 quarters. The position peaked at $10K in Q2 2021. 113 funds tracked by Wall St. Rank hold IXP as of Q2 2025.

Bellevue Asset Management reported no remaining iShares Global Comm Services ETF position as of Q2 2025 after selling out during the quarter.
Bellevue Asset Management sold 18 iShares Global Comm Services ETF shares in Q2 2025, an estimated $1.75K.
Bellevue Asset Management first reported a position in iShares Global Comm Services ETF in Q4 2019 and held it in 22 quarters.
Bellevue Asset Management's iShares Global Comm Services ETF position peaked at $10K in Q2 2021.
113 funds tracked by Wall St. Rank held iShares Global Comm Services ETF as of Q2 2025.

Based on Bellevue Asset Management's 13F filing for Q2 2025, filed 23 Jul 2025.