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Retirement Planning Group (Kansas)’s iShares Global Comm Services ETF IXP Stock Holding History

Retirement Planning Group (Kansas)’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
2022
Q3 		– Sell
-7,761
Closed -$475K – 133
2022
Q2 		$475K Buy
+7,761
New +$516K 0.06% 74

Other funds holding IXP

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Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
DWM
Destination Wealth Management Walnut Creek, California $4.28B AUM 19.27% 1-Year Est. Return
PAG
Private Advisory Group Redmond, Washington $1.85B AUM 50.66% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LWM
Laidlaw Wealth Management New York City, New York $35.1M AUM 38.91% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Retirement Planning Group (Kansas)'s IXP Position: Q3 2022 in Review

Retirement Planning Group (Kansas) sold out of iShares Global Comm Services ETF (IXP) in Q3 2022, closing a stake of 7,761 shares — an estimated $475K sold.

Retirement Planning Group (Kansas) first reported a position in IXP in Q2 2022 and held it in 1 quarter. The position peaked at $475K in Q2 2022. 80 funds tracked by Wall St. Rank hold IXP as of Q3 2022.

  • Retirement Planning Group (Kansas) reported no remaining iShares Global Comm Services ETF position as of Q3 2022 after selling out during the quarter.
  • Retirement Planning Group (Kansas) sold 7,761 iShares Global Comm Services ETF shares in Q3 2022, an estimated $475K.
  • Retirement Planning Group (Kansas) first reported a position in iShares Global Comm Services ETF in Q2 2022 and held it in 1 quarter.
  • Retirement Planning Group (Kansas)'s iShares Global Comm Services ETF position peaked at $475K in Q2 2022.
  • 80 funds tracked by Wall St. Rank held iShares Global Comm Services ETF as of Q3 2022.

Based on Retirement Planning Group (Kansas)'s 13F filing for Q3 2022, filed 14 Oct 2022.