RFG Advisory
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RFG Advisory’s iShares Global Comm Services ETF IXP Stock Holding History

RFG Advisory’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
-14,859
Closed -$1.44M – 874
2024
Q4 		$1.44M Hold
14,859
– – 0.04% 310
2024
Q3 		$1.4M Sell
14,859
-707
-5% -$62.9K 0.04% 313
2024
Q2 		$1.38M Hold
15,566
– – 0.05% 296
2024
Q1 		$1.31M Sell
15,566
-304
-2% -$24.3K 0.04% 305
2023
Q4 		$1.18M Buy
+15,870
New +$1.13M 0.05% 293

Other funds holding IXP

PGIM Custom Harvest
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
Destination Wealth Management
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
AE Wealth Management
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

RFG Advisory's IXP Position: Q1 2025 in Review

RFG Advisory sold out of iShares Global Comm Services ETF (IXP) in Q1 2025, closing a stake of 14,859 shares — an estimated $1.44M sold.

RFG Advisory first reported a position in IXP in Q4 2023 and held it in 5 quarters. The position peaked at $1.44M in Q4 2024. 103 funds tracked by Wall St. Rank hold IXP as of Q1 2025.

  • RFG Advisory reported no remaining iShares Global Comm Services ETF position as of Q1 2025 after selling out during the quarter.
  • RFG Advisory sold 14,859 iShares Global Comm Services ETF shares in Q1 2025, an estimated $1.44M.
  • RFG Advisory first reported a position in iShares Global Comm Services ETF in Q4 2023 and held it in 5 quarters.
  • RFG Advisory's iShares Global Comm Services ETF position peaked at $1.44M in Q4 2024.
  • 103 funds tracked by Wall St. Rank held iShares Global Comm Services ETF as of Q1 2025.

Based on RFG Advisory's 13F filing for Q1 2025, filed 9 Apr 2025.