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

Robertson Stephens 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
2024
Q4 		– Sell
-6,515
Closed -$613K – 604
2024
Q3 		$613K Sell
6,515
-24
-0.4% -$2.13K 0.02% 365
2024
Q2 		$581K Hold
6,539
– – 0.03% 311
2024
Q1 		$550K Buy
+6,539
New +$524K 0.03% 331

Other funds holding IXP

HSBC Holdings
HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return
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
DWM
Destination Wealth Management Walnut Creek, California $4.28B AUM 19.27% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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

Robertson Stephens Wealth Management's IXP Position: Q4 2024 in Review

Robertson Stephens Wealth Management sold out of iShares Global Comm Services ETF (IXP) in Q4 2024, closing a stake of 6,515 shares — an estimated $613K sold.

Robertson Stephens Wealth Management first reported a position in IXP in Q1 2024 and held it in 3 quarters. The position peaked at $613K in Q3 2024. 99 funds tracked by Wall St. Rank hold IXP as of Q4 2024.

  • Robertson Stephens Wealth Management reported no remaining iShares Global Comm Services ETF position as of Q4 2024 after selling out during the quarter.
  • Robertson Stephens Wealth Management sold 6,515 iShares Global Comm Services ETF shares in Q4 2024, an estimated $613K.
  • Robertson Stephens Wealth Management first reported a position in iShares Global Comm Services ETF in Q1 2024 and held it in 3 quarters.
  • Robertson Stephens Wealth Management's iShares Global Comm Services ETF position peaked at $613K in Q3 2024.
  • 99 funds tracked by Wall St. Rank held iShares Global Comm Services ETF as of Q4 2024.

Based on Robertson Stephens Wealth Management's 13F filing for Q4 2024, filed 27 Jan 2025.