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Independent Solutions Wealth Management’s iShares Global Comm Services ETF IXP Stock Holding History

Independent Solutions Wealth Management’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
-2,791
Closed -$345K – 178
2025
Q3 		$345K Buy
2,791
+301
+12% +$35.3K 0.06% 144
2025
Q2 		$280K Buy
2,490
+112
+5% +$11.4K 0.05% 156
2025
Q1 		$231K Sell
2,378
-42
-2% -$4.24K 0.05% 164
2024
Q4 		$234K Buy
+2,420
New +$233K 0.05% 159

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

Independent Solutions Wealth Management's IXP Position: Q4 2025 in Review

Independent Solutions Wealth Management sold out of iShares Global Comm Services ETF (IXP) in Q4 2025, closing a stake of 2,791 shares — an estimated $345K sold.

Independent Solutions Wealth Management first reported a position in IXP in Q4 2024 and held it in 4 quarters. The position peaked at $345K in Q3 2025. 124 funds tracked by Wall St. Rank hold IXP as of Q4 2025.

  • Independent Solutions Wealth Management reported no remaining iShares Global Comm Services ETF position as of Q4 2025 after selling out during the quarter.
  • Independent Solutions Wealth Management sold 2,791 iShares Global Comm Services ETF shares in Q4 2025, an estimated $345K.
  • Independent Solutions Wealth Management first reported a position in iShares Global Comm Services ETF in Q4 2024 and held it in 4 quarters.
  • Independent Solutions Wealth Management's iShares Global Comm Services ETF position peaked at $345K in Q3 2025.
  • 124 funds tracked by Wall St. Rank held iShares Global Comm Services ETF as of Q4 2025.

Based on Independent Solutions Wealth Management's 13F filing for Q4 2025, filed 5 Feb 2026.