Carroll Financial Associates’s iShares Global Comm Services ETF IXP Stock Holding History

Carroll Financial Associates’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
2021 Q4	$5K	Hold	65	–	–	﹤0.01%	1341
2021 Q3	$5K	Hold	65	–	–	﹤0.01%	1372
2021 Q2	$5K	Hold	65	–	–	﹤0.01%	1434
2021 Q1	$5K	Hold	65	–	–	﹤0.01%	1365
2020 Q4	$4K	Hold	65	–	–	﹤0.01%	1294
2020 Q3	$4K	Hold	65	–	–	﹤0.01%	1228
2020 Q2	$4K	Hold	65	–	–	﹤0.01%	1240
2020 Q1	$3K	Hold	65	–	–	﹤0.01%	1232
2019 Q4	$3K	Hold	65	–	–	﹤0.01%	1323
2019 Q3	$3K	Hold	65	–	–	﹤0.01%	1281
2019 Q2	$3K	Hold	65	–	–	﹤0.01%	1312
2019 Q1	$3K	Hold	65	–	–	﹤0.01%	1202
2018 Q4	$3K	Hold	65	–	–	﹤0.01%	1129
2018 Q3	$3K	Hold	65	–	–	﹤0.01%	1157
2018 Q2	$3K	Hold	65	–	–	﹤0.01%	1128
2018 Q1	$3K	Hold	65	–	–	﹤0.01%	1113
2017 Q4	$3K	Hold	65	–	–	﹤0.01%	1090
2017 Q3	$3K	Hold	65	–	–	﹤0.01%	1068
2017 Q2	$3K	Hold	65	–	–	﹤0.01%	1062
2017 Q1	$3K	Buy	+65	New	+$3.87K	﹤0.01%	1055

Other funds holding IXP

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

DWM

Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Slow Capital Greenbrae, California $857M AUM 38.3% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

HC Advisors Sandy Springs, Georgia $149M AUM 17.72% 1-Year Est. Return

Carroll Financial Associates's IXP Position: Q4 2021 in Review

Carroll Financial Associates held its iShares Global Comm Services ETF (IXP) position steady in Q4 2021 at 65 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #1341.

Carroll Financial Associates first reported a position in IXP in Q1 2017 and has held it in 20 quarters since. 80 funds tracked by Wall St. Rank hold IXP as of Q4 2021.

Carroll Financial Associates held 65 shares of iShares Global Comm Services ETF worth $5K as of Q4 2021.
Carroll Financial Associates left its iShares Global Comm Services ETF share count unchanged in Q4 2021.
iShares Global Comm Services ETF made up ﹤0.01% of Carroll Financial Associates's portfolio in Q4 2021, its #1341 holding.
Carroll Financial Associates first reported a position in iShares Global Comm Services ETF in Q1 2017 and has held it in 20 quarters since.
80 funds tracked by Wall St. Rank held iShares Global Comm Services ETF as of Q4 2021.

Based on Carroll Financial Associates's 13F filing for Q4 2021, filed 6 Jan 2022.