Corient Private Wealth
IXP icon

Corient Private Wealth’s iShares Global Comm Services ETF IXP Stock Holding History

Corient Private Wealth’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
2026
Q2 		$2.57M Sell
22,778
-77
-0.3% -$9.28K ﹤0.01% 1233
2026
Q1 		$492K Sell
22,855
-4,412
-16% -$531K ﹤0.01% 2041
2025
Q4 		$3.31M Buy
27,267
+622
+2% +$76K ﹤0.01% 925
2025
Q3 		$3.29M Sell
26,645
-6,266
-19% -$735K 0.01% 861
2025
Q2 		$3.7M Buy
32,911
+15,829
+93% +$1.61M ﹤0.01% 794
2025
Q1 		$1.66M Sell
17,082
-18,325
-52% -$1.85M ﹤0.01% 1048
2024
Q4 		$828K Sell
35,407
-10,666
-23% -$1.03M ﹤0.01% 1389
2024
Q3 		$4.34M Sell
46,073
-725
-2% -$64.5K 0.01% 793
2024
Q2 		$4.15M Sell
46,798
-14,330
-23% -$1.23M 0.01% 757
2024
Q1 		$5.14M Sell
61,128
-5,989
-9% -$480K 0.01% 698
2023
Q4 		$5.01M Sell
67,117
-2,317
-3% -$165K 0.01% 694
2023
Q3 		$4.74M Buy
69,434
+182
+0.3% +$12.7K 0.01% 647
2023
Q2 		$4.74M Buy
69,252
+62,269
+892% +$4.11M 0.01% 644
2023
Q1 		$447K Sell
6,983
-1,721
-20% -$105K ﹤0.01% 1434
2022
Q4 		$474K Buy
+8,704
New +$470K ﹤0.01% 1158

Other funds holding IXP

PCH
PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
DWM
Destination Wealth Management Walnut Creek, California $4.28B AUM 19.27% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $32.7B AUM 35.71% 1-Year Est. Return

Corient Private Wealth's IXP Position: Q2 2026 in Review

Corient Private Wealth reduced its iShares Global Comm Services ETF (IXP) stake by 0.34% in Q2 2026, selling an estimated $9.28K and leaving 22,778 shares worth $2.57M. The position accounts for ﹤0.01% of the portfolio, ranked #1233.

Corient Private Wealth first reported a position in IXP in Q4 2022 and has held it in 15 quarters since. The position peaked at $5.14M in Q1 2024. 114 funds tracked by Wall St. Rank hold IXP as of Q2 2026.

  • Corient Private Wealth held 22,778 shares of iShares Global Comm Services ETF worth $2.57M as of Q2 2026.
  • Corient Private Wealth sold 77 iShares Global Comm Services ETF shares in Q2 2026, an estimated $9.28K.
  • iShares Global Comm Services ETF made up ﹤0.01% of Corient Private Wealth's portfolio in Q2 2026, its #1233 holding.
  • Corient Private Wealth first reported a position in iShares Global Comm Services ETF in Q4 2022 and has held it in 15 quarters since.
  • Corient Private Wealth's iShares Global Comm Services ETF position peaked at $5.14M in Q1 2024.
  • 114 funds tracked by Wall St. Rank held iShares Global Comm Services ETF as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.