Retirement Group’s iShares Global Comm Services ETF IXP Stock Holding History

Retirement Group’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
2024 Q1	$56.3K	Hold	669	–	–	0.02%	223
2023 Q4	$49.9K	Buy	669 +131	+24%	+$9.33K	0.02%	222
2023 Q3	$36.8K	Hold	538	–	–	0.02%	239
2023 Q2	$36.8K	Sell	538 -104	-16%	-$6.87K	0.02%	238
2023 Q1	$41K	Hold	642	–	–	0.02%	220
2022 Q4	$35K	Buy	+642	New	+$34.7K	0.02%	211
2022 Q3	–	Sell	-1,614	Closed	-$99K	–	654
2022 Q2	$99K	Buy	1,614 +807	+100%	+$53.6K	0.04%	155
2022 Q1	$60K	Buy	807 +19	+2%	+$1.44K	0.02%	216
2021 Q4	$65K	Buy	788 +21	+3%	+$1.77K	0.03%	204
2021 Q3	$65K	Buy	767 +23	+3%	+$2.01K	0.03%	200
2021 Q2	$64K	Buy	744 +4	+0.5%	+$338	0.03%	209
2021 Q1	$59K	Buy	740 +69	+10%	+$5.44K	0.03%	257
2020 Q4	$49K	Buy	671 +52	+8%	+$3.7K	0.02%	263
2020 Q3	$41K	Buy	619 +21	+4%	+$1.4K	0.02%	271
2020 Q2	$37K	Buy	+598	New	+$34.9K	0.02%	266
2019 Q4	$21K	Buy	+336	New	+$20K	0.01%	317

Other funds holding IXP

PCH

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

DWM

Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Retirement Group's IXP Position: Q1 2024 in Review

Retirement Group held its iShares Global Comm Services ETF (IXP) position steady in Q1 2024 at 669 shares worth $56.3K. The position accounts for 0.02% of the portfolio, ranked #223.

Retirement Group first reported a position in IXP in Q4 2019 and has held it in 16 quarters since. The position peaked at $99K in Q2 2022. 92 funds tracked by Wall St. Rank hold IXP as of Q1 2024.

Retirement Group held 669 shares of iShares Global Comm Services ETF worth $56.3K as of Q1 2024.
Retirement Group left its iShares Global Comm Services ETF share count unchanged in Q1 2024.
iShares Global Comm Services ETF made up 0.02% of Retirement Group's portfolio in Q1 2024, its #223 holding.
Retirement Group first reported a position in iShares Global Comm Services ETF in Q4 2019 and has held it in 16 quarters since.
Retirement Group's iShares Global Comm Services ETF position peaked at $99K in Q2 2022.
92 funds tracked by Wall St. Rank held iShares Global Comm Services ETF as of Q1 2024.

Based on Retirement Group's 13F filing for Q1 2024, filed 30 Apr 2024.