LWM
IXP icon

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

Laidlaw 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
Q1 		– Sell
-13,191
Closed -$1.28M – 104
2024
Q4 		$1.28M Hold
13,191
– – 0.56% 49
2024
Q3 		$1.24M Sell
13,191
-151
-1% -$13.4K 0.61% 51
2024
Q2 		$1.18M Sell
13,342
-1,678
-11% -$144K 0.65% 49
2024
Q1 		$1.26M Sell
15,020
-650
-4% -$52K 0.71% 43
2023
Q4 		$1.17M Hold
15,670
– – 0.42% 72
2023
Q3 		$1.07M Hold
15,670
– – 0.35% 84
2023
Q2 		$1.07M Hold
15,670
– – 0.21% 114
2023
Q1 		$1M Sell
15,670
-2,046
-12% -$124K 0.2% 122
2022
Q4 		$965K Sell
17,716
-43,226
-71% -$2.33M 0.21% 124
2022
Q3 		$3.2M Buy
60,942
+45,946
+306% +$2.77M 0.75% 30
2022
Q2 		$917K Sell
14,996
-8,037
-35% -$534K 0.19% 131
2022
Q1 		$1.7M Sell
23,033
-3,703
-14% -$281K 0.28% 97
2021
Q4 		$2.2M Buy
+26,736
New +$2.25M 0.35% 77
2021
Q1 		– Sell
-16,146
Closed -$1.2M – 290
2020
Q4 		$1.2M Hold
16,146
– – 0.25% 108
2020
Q3 		$1.06M Buy
16,146
+331
+2% +$22K 0.47% 68
2020
Q2 		$975K Sell
15,815
-701
-4% -$40.9K 0.51% 64
2020
Q1 		$857K Buy
+16,516
New +$979K 0.56% 66

Other funds holding IXP

PCH
PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
MD
Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
DWM
Destination Wealth Management Walnut Creek, California $4.28B AUM 19.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Laidlaw Wealth Management's IXP Position: Q1 2025 in Review

Laidlaw Wealth Management sold out of iShares Global Comm Services ETF (IXP) in Q1 2025, closing a stake of 13,191 shares — an estimated $1.28M sold.

Laidlaw Wealth Management first reported a position in IXP in Q1 2020 and held it in 17 quarters. The position peaked at $3.2M in Q3 2022. 103 funds tracked by Wall St. Rank hold IXP as of Q1 2025.

  • Laidlaw Wealth Management reported no remaining iShares Global Comm Services ETF position as of Q1 2025 after selling out during the quarter.
  • Laidlaw Wealth Management sold 13,191 iShares Global Comm Services ETF shares in Q1 2025, an estimated $1.28M.
  • Laidlaw Wealth Management first reported a position in iShares Global Comm Services ETF in Q1 2020 and held it in 17 quarters.
  • Laidlaw Wealth Management's iShares Global Comm Services ETF position peaked at $3.2M in Q3 2022.
  • 103 funds tracked by Wall St. Rank held iShares Global Comm Services ETF as of Q1 2025.

Based on Laidlaw Wealth Management's 13F filing for Q1 2025, filed 16 May 2025.