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Tortoise Investment Management’s iShares Global Comm Services ETF IXP Stock Holding History

Tortoise Investment 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
Q4 		– Sell
-100
Closed -$12.4K – 836
2025
Q3 		$12.4K Buy
+100
New +$11.7K ﹤0.01% 585

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
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Tortoise Investment Management's IXP Position: Q4 2025 in Review

Tortoise Investment Management sold out of iShares Global Comm Services ETF (IXP) in Q4 2025, closing a stake of 100 shares — an estimated $12.4K sold.

Tortoise Investment Management first reported a position in IXP in Q3 2025 and held it in 1 quarter. The position peaked at $12.4K in Q3 2025. 124 funds tracked by Wall St. Rank hold IXP as of Q4 2025.

  • Tortoise Investment Management reported no remaining iShares Global Comm Services ETF position as of Q4 2025 after selling out during the quarter.
  • Tortoise Investment Management sold 100 iShares Global Comm Services ETF shares in Q4 2025, an estimated $12.4K.
  • Tortoise Investment Management first reported a position in iShares Global Comm Services ETF in Q3 2025 and held it in 1 quarter.
  • Tortoise Investment Management's iShares Global Comm Services ETF position peaked at $12.4K in Q3 2025.
  • 124 funds tracked by Wall St. Rank held iShares Global Comm Services ETF as of Q4 2025.

Based on Tortoise Investment Management's 13F filing for Q4 2025, filed 6 Feb 2026.