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TCWP’s iShares Global Comm Services ETF IXP Stock Holding History

TCWP’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
2023
Q2 		– Sell
-11,692
Closed -$749K – 214
2023
Q1 		$749K Sell
11,692
-5,719
-33% -$348K 0.14% 115
2022
Q4 		$948K Buy
17,411
+268
+2% +$14.5K 0.19% 104
2022
Q3 		$899K Sell
17,143
-58
-0.3% -$3.5K 0.19% 101
2022
Q2 		$1.05M Buy
17,201
+1,859
+12% +$124K 0.22% 91
2022
Q1 		$1.13M Buy
15,342
+263
+2% +$20K 0.21% 99
2021
Q4 		$1.24M Buy
+15,079
New +$1.27M 0.25% 95

Other funds holding IXP

Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 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
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
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return
SC
Slow Capital Greenbrae, California $857M AUM 38.3% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

TCWP's IXP Position: Q2 2023 in Review

TCWP sold out of iShares Global Comm Services ETF (IXP) in Q2 2023, closing a stake of 11,692 shares — an estimated $749K sold.

TCWP first reported a position in IXP in Q4 2021 and held it in 6 quarters. The position peaked at $1.24M in Q4 2021. 80 funds tracked by Wall St. Rank hold IXP as of Q2 2023.

  • TCWP reported no remaining iShares Global Comm Services ETF position as of Q2 2023 after selling out during the quarter.
  • TCWP sold 11,692 iShares Global Comm Services ETF shares in Q2 2023, an estimated $749K.
  • TCWP first reported a position in iShares Global Comm Services ETF in Q4 2021 and held it in 6 quarters.
  • TCWP's iShares Global Comm Services ETF position peaked at $1.24M in Q4 2021.
  • 80 funds tracked by Wall St. Rank held iShares Global Comm Services ETF as of Q2 2023.

Based on TCWP's 13F filing for Q2 2023, filed 11 Aug 2023.