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

Tompkins 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
2024
Q4 		– Sell
-400
Closed -$37.7K – 565
2024
Q3 		$37.7K Hold
400
– – ﹤0.01% 364
2024
Q2 		$35.5K Hold
400
– – ﹤0.01% 382
2024
Q1 		$33.7K Hold
400
– – ﹤0.01% 392
2023
Q4 		$29.8K Hold
400
– – ﹤0.01% 389
2023
Q3 		$27.3K Sell
400
-100
-20% -$6.96K ﹤0.01% 379
2023
Q2 		$34.2K Hold
500
– – 0.01% 368
2023
Q1 		$32K Hold
500
– – 0.01% 381
2022
Q4 		$27K Hold
500
– – ﹤0.01% 395
2022
Q3 		$26K Hold
500
– – ﹤0.01% 391
2022
Q2 		$31K Hold
500
– – 0.01% 372
2022
Q1 		$37K Buy
+500
New +$38K 0.01% 377

Other funds holding IXP

HSBC Holdings
HSBC Holdings London, United Kingdom $239B AUM 42.32% 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
MD
Money Design Tokyo, Japan $2.14B AUM 10.33% 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
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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

Tompkins Financial's IXP Position: Q4 2024 in Review

Tompkins Financial sold out of iShares Global Comm Services ETF (IXP) in Q4 2024, closing a stake of 400 shares — an estimated $37.7K sold.

Tompkins Financial first reported a position in IXP in Q1 2022 and held it in 11 quarters. The position peaked at $37.7K in Q3 2024. 99 funds tracked by Wall St. Rank hold IXP as of Q4 2024.

  • Tompkins Financial reported no remaining iShares Global Comm Services ETF position as of Q4 2024 after selling out during the quarter.
  • Tompkins Financial sold 400 iShares Global Comm Services ETF shares in Q4 2024, an estimated $37.7K.
  • Tompkins Financial first reported a position in iShares Global Comm Services ETF in Q1 2022 and held it in 11 quarters.
  • Tompkins Financial's iShares Global Comm Services ETF position peaked at $37.7K in Q3 2024.
  • 99 funds tracked by Wall St. Rank held iShares Global Comm Services ETF as of Q4 2024.

Based on Tompkins Financial's 13F filing for Q4 2024, filed 15 Jan 2025.