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Synergy Asset Management’s iShares Global Comm Services ETF IXP Stock Holding History

Synergy Asset 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
2025
Q1 		– Sell
-3
Closed -$282 – 469
2024
Q4 		$282 Buy
+3
New +$289 ﹤0.01% 813

Other funds holding IXP

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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
DWM
Destination Wealth Management Walnut Creek, California $4.28B AUM 19.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 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

Synergy Asset Management's IXP Position: Q1 2025 in Review

Synergy Asset Management sold out of iShares Global Comm Services ETF (IXP) in Q1 2025, closing a stake of 3 shares — an estimated $282 sold.

Synergy Asset Management first reported a position in IXP in Q4 2024 and held it in 1 quarter. The position peaked at $282 in Q4 2024. 103 funds tracked by Wall St. Rank hold IXP as of Q1 2025.

  • Synergy Asset Management reported no remaining iShares Global Comm Services ETF position as of Q1 2025 after selling out during the quarter.
  • Synergy Asset Management sold 3 iShares Global Comm Services ETF shares in Q1 2025, an estimated $282.
  • Synergy Asset Management first reported a position in iShares Global Comm Services ETF in Q4 2024 and held it in 1 quarter.
  • Synergy Asset Management's iShares Global Comm Services ETF position peaked at $282 in Q4 2024.
  • 103 funds tracked by Wall St. Rank held iShares Global Comm Services ETF as of Q1 2025.

Based on Synergy Asset Management's 13F filing for Q1 2025, filed 22 Apr 2025.