GIA
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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
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

HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
DWM
Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SPW
Surience Private Wealth Yakima, Washington $93.2M AUM 50.3% 1-Year Est. Return