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WBC
West Branch Capital’s
iShares Global Comm Services ETF
IXP
Stock Holding History
West Branch Capital’s Portfolio
IXP Stock Details
IXP Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2024
Q4
–
Sell
-106
Closed
-$9.94K
–
594
2024
Q3
$9.94K
Hold
106
–
–
﹤0.01%
276
2024
Q2
$9.37K
Hold
106
–
–
﹤0.01%
277
2024
Q1
$8.88K
Hold
106
–
–
﹤0.01%
287
2023
Q4
$7.88K
Buy
106
+1
+1%
+$71
﹤0.01%
296
2023
Q3
$7.17K
Hold
105
–
–
﹤0.01%
303
2023
Q2
$7.17K
Buy
105
+1
+1%
+$66
﹤0.01%
308
2023
Q1
$6.68K
Hold
104
–
–
﹤0.01%
324
2022
Q4
$5.68K
Hold
104
–
–
﹤0.01%
329
2022
Q3
$5K
Hold
104
–
–
﹤0.01%
346
2022
Q2
$6K
Buy
104
+1
+1%
+$66
﹤0.01%
322
2022
Q1
$8K
Hold
103
–
–
﹤0.01%
314
2021
Q4
$8K
Buy
103
+2
+2%
+$169
﹤0.01%
346
2021
Q3
$9K
Hold
101
–
–
﹤0.01%
320
2021
Q2
$9K
Buy
+101
New
+$8.55K
﹤0.01%
334
Other funds holding IXP
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
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
DWM
Destination Wealth Management
Walnut Creek, California
$3.85B AUM
13%
1-Year Est. Return
BlackRock
New York
$5.72T AUM
30.48%
1-Year Est. Return
AWM
AE Wealth Management
Topeka, Kansas
$18.5B AUM
19.51%
1-Year Est. Return
Wells Fargo
San Francisco, California
$530B AUM
22.01%
1-Year Est. Return
LPL Financial
San Diego, California
$377B AUM
19.32%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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