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The Family Firm’s iShares Global Comm Services ETF IXP Stock Holding History

The Family Firm’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
Q2 		– Sell
-5,716
Closed -$555K – 140
2025
Q1 		$555K Sell
5,716
-16
-0.3% -$1.62K 0.12% 107
2024
Q4 		$554K Sell
5,732
-457
-7% -$44K 0.12% 105
2024
Q3 		$583K Sell
6,189
-630
-9% -$56K 0.13% 105
2024
Q2 		$605K Sell
6,819
-90
-1% -$7.73K 0.14% 101
2024
Q1 		$581K Hold
6,909
– – 0.14% 102
2023
Q4 		$516K Sell
6,909
-1,081
-14% -$77K 0.13% 101
2023
Q3 		$546K Sell
7,990
-831
-9% -$57.9K 0.15% 94
2023
Q2 		$603K Buy
8,821
+32
+0.4% +$2.11K 0.16% 94
2023
Q1 		$563K Buy
8,789
+1,801
+26% +$110K 0.16% 97
2022
Q4 		$381K Sell
6,988
-1,107
-14% -$59.8K 0.11% 121
2022
Q3 		$425K Buy
8,095
+1,123
+16% +$67.7K 0.14% 100
2022
Q2 		$427K Buy
6,972
+51
+0.7% +$3.39K 0.13% 105
2022
Q1 		$512K Sell
6,921
-281
-4% -$21.3K 0.13% 98
2021
Q4 		$592K Buy
7,202
+103
+1% +$8.68K 0.15% 89
2021
Q3 		$614K Hold
7,099
– – 0.16% 87
2021
Q2 		$615K Buy
7,099
+26
+0.4% +$2.2K 0.17% 89
2021
Q1 		$569K Hold
7,073
– – 0.16% 89
2020
Q4 		$522K Sell
7,073
-74
-1% -$5.26K 0.16% 94
2020
Q3 		$471K Sell
7,147
-343
-5% -$22.8K 0.17% 86
2020
Q2 		$462K Buy
7,490
+1,216
+19% +$70.9K 0.17% 84
2020
Q1 		$325K Buy
6,274
+966
+18% +$57.3K 0.14% 97
2019
Q4 		$326K Sell
5,308
-16
-0.3% -$952 0.11% 113
2019
Q3 		$305K Buy
5,324
+592
+13% +$34.2K 0.11% 116
2019
Q2 		$271K Sell
4,732
-561
-11% -$32.3K 0.1% 118
2019
Q1 		$298K Sell
5,293
-346
-6% -$18.9K 0.11% 114
2018
Q4 		$283K Sell
5,639
-5,580
-50% -$299K 0.11% 106
2018
Q3 		$649K Sell
11,219
-112
-1% -$6.3K 0.24% 65
2018
Q2 		$613K Buy
11,331
+1,969
+21% +$111K 0.23% 65
2018
Q1 		$537K Buy
9,362
+2,111
+29% +$125K 0.21% 68
2017
Q4 		$439K Sell
7,251
-682
-9% -$40.9K 0.17% 77
2017
Q3 		$479K Buy
7,933
+1,173
+17% +$70.2K 0.2% 70
2017
Q2 		$395K Buy
6,760
+984
+17% +$58.7K 0.17% 80
2017
Q1 		$344K Buy
5,776
+507
+10% +$30.2K 0.16% 76
2016
Q4 		$309K Buy
5,269
+1,087
+26% +$63.7K 0.15% 84
2016
Q3 		$259K Sell
4,182
-356
-8% -$22.4K 0.12% 94
2016
Q2 		$287K Sell
4,538
-192
-4% -$11.9K 0.14% 87
2016
Q1 		$295K Buy
4,730
+4
+0.1% +$236 0.15% 81
2015
Q4 		$273K Sell
4,726
-18
-0.4% -$1.06K 0.14% 84
2015
Q3 		$269K Sell
4,744
-109
-2% -$6.63K 0.15% 81
2015
Q2 		$302K Hold
4,853
– – 0.16% 80
2015
Q1 		$298K Buy
4,853
+1,464
+43% +$90.8K 0.15% 81
2014
Q4 		$204K Buy
+3,389
New +$211K 0.11% 103

Other funds holding IXP

HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MD
Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
DWM
Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

The Family Firm's IXP Position: Q2 2025 in Review

The Family Firm sold out of iShares Global Comm Services ETF (IXP) in Q2 2025, closing a stake of 5,716 shares — an estimated $555K sold.

The Family Firm first reported a position in IXP in Q4 2014 and held it in 42 quarters. The position peaked at $649K in Q3 2018. 113 funds tracked by Wall St. Rank hold IXP as of Q2 2025.

  • The Family Firm reported no remaining iShares Global Comm Services ETF position as of Q2 2025 after selling out during the quarter.
  • The Family Firm sold 5,716 iShares Global Comm Services ETF shares in Q2 2025, an estimated $555K.
  • The Family Firm first reported a position in iShares Global Comm Services ETF in Q4 2014 and held it in 42 quarters.
  • The Family Firm's iShares Global Comm Services ETF position peaked at $649K in Q3 2018.
  • 113 funds tracked by Wall St. Rank held iShares Global Comm Services ETF as of Q2 2025.

Based on The Family Firm's 13F filing for Q2 2025, filed 8 Aug 2025.