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Smallwood Wealth Investment Management’s iShares Core MSCI Total International Stock ETF IXUS Stock Holding History

Smallwood Wealth Investment Management’s Portfolio IXUS Stock Details IXUS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-73
Closed -$6.32K – 542
2026
Q1 		$6.32K Buy
+73
New +$6.5K ﹤0.01% 354

Other funds holding IXUS

DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
WPW
Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return
DIA
Davidson Investment Advisors Great Falls, Montana $2.45B AUM 21.8% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
TPWA
TRUE Private Wealth Advisors Salem, Oregon $1.16B AUM 36.18% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
TPW
Tiller Private Wealth Bethlehem, Pennsylvania $319M AUM 23.48% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

Smallwood Wealth Investment Management's IXUS Position: Q2 2026 in Review

Smallwood Wealth Investment Management sold out of iShares Core MSCI Total International Stock ETF (IXUS) in Q2 2026, closing a stake of 73 shares — an estimated $6.32K sold.

Smallwood Wealth Investment Management first reported a position in IXUS in Q1 2026 and held it in 1 quarter. The position peaked at $6.32K in Q1 2026. 499 funds tracked by Wall St. Rank hold IXUS as of Q2 2026.

  • Smallwood Wealth Investment Management reported no remaining iShares Core MSCI Total International Stock ETF position as of Q2 2026 after selling out during the quarter.
  • Smallwood Wealth Investment Management sold 73 iShares Core MSCI Total International Stock ETF shares in Q2 2026, an estimated $6.32K.
  • Smallwood Wealth Investment Management first reported a position in iShares Core MSCI Total International Stock ETF in Q1 2026 and held it in 1 quarter.
  • Smallwood Wealth Investment Management's iShares Core MSCI Total International Stock ETF position peaked at $6.32K in Q1 2026.
  • 499 funds tracked by Wall St. Rank held iShares Core MSCI Total International Stock ETF as of Q2 2026.

Based on Smallwood Wealth Investment Management's 13F filing for Q2 2026, filed 23 Jul 2026.