Gladstone Institutional Advisory’s iShares Global Comm Services ETF IXP Stock Holding History

Gladstone Institutional Advisory’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	$438K	Buy	+3,883	New	+$468K	0.01%	637
2025 Q3	–	Sell	-4,576	Closed	-$514K	–	803
2025 Q2	$514K	Buy	4,576 +1,069	+30%	+$109K	0.02%	487
2025 Q1	$340K	Sell	3,507 -1,356	-28%	-$137K	0.02%	557
2024 Q4	$470K	Buy	4,863 +221	+5%	+$21.3K	0.02%	485
2024 Q3	$437K	Buy	+4,642	New	+$413K	0.02%	489
2024 Q1	–	Sell	-8,172	Closed	-$610K	–	675
2023 Q4	$610K	Buy	8,172 +1,781	+28%	+$127K	0.03%	376
2023 Q3	$437K	Sell	6,391 -227	-3%	-$15.8K	0.03%	406
2023 Q2	$452K	Buy	6,618 +1,455	+28%	+$96.1K	0.03%	419
2023 Q1	$331K	Buy	5,163 +1,360	+36%	+$82.7K	0.02%	495
2022 Q4	$207K	Buy	+3,803	New	+$205K	0.01%	591

Other funds holding IXP

PCH

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

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

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

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

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

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 Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

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

Gladstone Institutional Advisory's IXP Position: Q2 2026 in Review

Gladstone Institutional Advisory opened a new position in iShares Global Comm Services ETF (IXP) in Q2 2026: 3,883 shares worth $438K. The stake represents 0.01% of the portfolio and ranks #637 among its holdings. This is a return to the name: Gladstone Institutional Advisory previously reported a position in IXP as recently as Q2 2025.

Gladstone Institutional Advisory first reported a position in IXP in Q4 2022 and has held it in 10 quarters since. The position peaked at $610K in Q4 2023. 115 funds tracked by Wall St. Rank hold IXP as of Q2 2026.

Gladstone Institutional Advisory held 3,883 shares of iShares Global Comm Services ETF worth $438K as of Q2 2026.
iShares Global Comm Services ETF was a new Gladstone Institutional Advisory position in Q2 2026.
iShares Global Comm Services ETF made up 0.01% of Gladstone Institutional Advisory's portfolio in Q2 2026, its #637 holding.
Gladstone Institutional Advisory first reported a position in iShares Global Comm Services ETF in Q4 2022 and has held it in 10 quarters since.
Gladstone Institutional Advisory's iShares Global Comm Services ETF position peaked at $610K in Q4 2023.
115 funds tracked by Wall St. Rank held iShares Global Comm Services ETF as of Q2 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.