IFWM
IXP icon

Institute for Wealth Management’s iShares Global Comm Services ETF IXP Stock Holding History

Institute for 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
2026
Q2 		$15.2K Buy
+135
New +$16.3K ﹤0.01% 1211
2020
Q1 		– Sell
-380
Closed -$23K – 546
2019
Q4 		$23K Buy
+380
New +$22.6K 0.01% 559

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

Institute for Wealth Management's IXP Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in iShares Global Comm Services ETF (IXP) in Q2 2026: 135 shares worth $15.2K. The stake represents ﹤0.01% of the portfolio and ranks #1211 among its holdings. This is a return to the name: Institute for Wealth Management previously reported a position in IXP as recently as Q4 2019.

Institute for Wealth Management first reported a position in IXP in Q4 2019 and has held it in 2 quarters since. The position peaked at $23K in Q4 2019. 115 funds tracked by Wall St. Rank hold IXP as of Q2 2026.

  • Institute for Wealth Management held 135 shares of iShares Global Comm Services ETF worth $15.2K as of Q2 2026.
  • iShares Global Comm Services ETF was a new Institute for Wealth Management position in Q2 2026.
  • iShares Global Comm Services ETF made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #1211 holding.
  • Institute for Wealth Management first reported a position in iShares Global Comm Services ETF in Q4 2019 and has held it in 2 quarters since.
  • Institute for Wealth Management's iShares Global Comm Services ETF position peaked at $23K in Q4 2019.
  • 115 funds tracked by Wall St. Rank held iShares Global Comm Services ETF as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.