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Summit Financial’s iShares Global Comm Services ETF IXP Stock Holding History

Summit Financial’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
2026
Q2 		$885K Sell
7,842
-454
-5% -$54.7K 0.01% 881
2026
Q1 		$953K Buy
8,296
+204
+3% +$24.5K 0.01% 792
2025
Q4 		$981K Buy
+8,092
New +$989K 0.01% 678

Other funds holding IXP

PCH
PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
DWM
Destination Wealth Management Walnut Creek, California $4.28B AUM 19.27% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $32.7B AUM 35.71% 1-Year Est. Return

Summit Financial's IXP Position: Q2 2026 in Review

Summit Financial reduced its iShares Global Comm Services ETF (IXP) stake by 5.5% in Q2 2026, selling an estimated $54.7K and leaving 7,842 shares worth $885K. The position accounts for 0.01% of the portfolio, ranked #881.

Summit Financial first reported a position in IXP in Q4 2025 and has held it in 3 quarters since. The position peaked at $981K in Q4 2025. 115 funds tracked by Wall St. Rank hold IXP as of Q2 2026.

  • Summit Financial held 7,842 shares of iShares Global Comm Services ETF worth $885K as of Q2 2026.
  • Summit Financial sold 454 iShares Global Comm Services ETF shares in Q2 2026, an estimated $54.7K.
  • iShares Global Comm Services ETF made up 0.01% of Summit Financial's portfolio in Q2 2026, its #881 holding.
  • Summit Financial first reported a position in iShares Global Comm Services ETF in Q4 2025 and has held it in 3 quarters since.
  • Summit Financial's iShares Global Comm Services ETF position peaked at $981K in Q4 2025.
  • 115 funds tracked by Wall St. Rank held iShares Global Comm Services ETF as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.