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Stonebridge Financial Planning Group’s iShares Global Comm Services ETF IXP Stock Holding History

Stonebridge Financial Planning Group’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
Q1 		– Sell
-175
Closed -$14K – 242
2021
Q4 		$14K Sell
175
-215
-55% -$18.1K 0.01% 321
2021
Q3 		$33K Hold
390
– – 0.02% 258
2021
Q2 		$34K Hold
390
– – 0.02% 245
2021
Q1 		$33K Hold
390
– – 0.02% 248
2020
Q4 		$29K Hold
390
– – 0.02% 238
2020
Q3 		$27K Hold
390
– – 0.02% 233
2020
Q2 		$25K Hold
390
– – 0.02% 239
2020
Q1 		$21K Hold
390
– – 0.02% 239
2019
Q4 		$24K Buy
+390
New +$23.2K 0.02% 230

Other funds holding IXP

Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
DWM
Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SC
Slow Capital Greenbrae, California $770M AUM 33.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return