Creative Planning
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Creative Planning’s iShares Global Comm Services ETF IXP Stock Holding History

Creative Planning’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
Q4 		– Sell
-2,135
Closed -$264K – 4011
2025
Q3 		$264K Hold
2,135
– – ﹤0.01% 3250
2025
Q2 		$240K Hold
2,135
– – ﹤0.01% 3084
2025
Q1 		$207K Hold
2,135
– – ﹤0.01% 3042
2024
Q4 		$206K Hold
2,135
– – ﹤0.01% 2953
2024
Q3 		$201K Buy
+2,135
New +$190K ﹤0.01% 2835
2022
Q2 		– Sell
-50
Closed -$4K – 2411
2022
Q1 		$4K Buy
+50
New +$3.8K ﹤0.01% 2259
2017
Q3 		– Sell
-460
Closed -$27K – 2807
2017
Q2 		$27K Buy
460
+210
+84% +$12.5K ﹤0.01% 2957
2017
Q1 		$15K Sell
250
-984
-80% -$58.5K ﹤0.01% 3328
2016
Q4 		$72K Buy
1,234
+984
+394% +$57.7K ﹤0.01% 2094
2016
Q3 		$15K Sell
250
-454
-64% -$28.5K ﹤0.01% 3237
2016
Q2 		$44K Buy
704
+554
+369% +$34.4K ﹤0.01% 2221
2016
Q1 		$9K Hold
150
– – ﹤0.01% 3285
2015
Q4 		$9K Hold
150
– – ﹤0.01% 3358
2015
Q3 		$9K Buy
+150
New +$9.12K ﹤0.01% 3266
2015
Q2 		– Sell
-150
Closed -$9K – 2059
2015
Q1 		$9K Sell
150
-1,525
-91% -$94.6K ﹤0.01% 3252
2014
Q4 		$101K Buy
+1,675
New +$104K ﹤0.01% 1548
2014
Q1 		– Sell
-400
Closed -$27K – 3694
2013
Q4 		$27K Buy
400
+271
+210% +$18.2K ﹤0.01% 2012
2013
Q3 		$8K Buy
+129
New +$7.95K ﹤0.01% 2553

Other funds holding IXP

HSBC Holdings
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
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Creative Planning's IXP Position: Q4 2025 in Review

Creative Planning sold out of iShares Global Comm Services ETF (IXP) in Q4 2025, closing a stake of 2,135 shares — an estimated $264K sold.

Creative Planning first reported a position in IXP in Q3 2013 and held it in 18 quarters. The position peaked at $264K in Q3 2025. 124 funds tracked by Wall St. Rank hold IXP as of Q4 2025.

  • Creative Planning reported no remaining iShares Global Comm Services ETF position as of Q4 2025 after selling out during the quarter.
  • Creative Planning sold 2,135 iShares Global Comm Services ETF shares in Q4 2025, an estimated $264K.
  • Creative Planning first reported a position in iShares Global Comm Services ETF in Q3 2013 and held it in 18 quarters.
  • Creative Planning's iShares Global Comm Services ETF position peaked at $264K in Q3 2025.
  • 124 funds tracked by Wall St. Rank held iShares Global Comm Services ETF as of Q4 2025.

Based on Creative Planning's 13F filing for Q4 2025, filed 17 Feb 2026.