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

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2024
Q4
Sell
-6,515
Closed -$613K 601
2024
Q3
$613K Sell
6,515
-24
-0.4% -$2.26K 0.02% 364
2024
Q2
$581K Hold
6,539
0.03% 310
2024
Q1
$550K Buy
+6,539
New +$550K 0.03% 329