Wilbanks Smith & Thomas Asset Management’s iShares Global Comm Services ETF IXP Stock Holding History

Wilbanks Smith & Thomas Asset 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
2024 Q1	$1.23M	Sell	14,561 -3,843	-21%	-$308K	0.03%	205
2023 Q4	$1.37M	Buy	+18,404	New	+$1.31M	0.04%	188
2018 Q4	–	Sell	-150	Closed	-$9K	–	839
2018 Q3	$9K	Buy	+150	New	+$8.43K	﹤0.01%	1072
2015 Q3	–	Sell	-25,850	Closed	-$1.61M	–	289
2015 Q2	$1.61M	Buy	+25,850	New	+$1.65M	0.16%	94

Other funds holding IXP

PCH

PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

DWM

Destination Wealth Management Walnut Creek, California $4.28B AUM 19.27% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return

Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Wilbanks Smith & Thomas Asset Management's IXP Position: Q1 2024 in Review

Wilbanks Smith & Thomas Asset Management reduced its iShares Global Comm Services ETF (IXP) stake by 21% in Q1 2024, selling an estimated $308K and leaving 14,561 shares worth $1.23M. The position accounts for 0.03% of the portfolio, ranked #205.

Wilbanks Smith & Thomas Asset Management first reported a position in IXP in Q2 2015 and has held it in 4 quarters since. The position peaked at $1.61M in Q2 2015. 92 funds tracked by Wall St. Rank hold IXP as of Q1 2024.

Wilbanks Smith & Thomas Asset Management held 14,561 shares of iShares Global Comm Services ETF worth $1.23M as of Q1 2024.
Wilbanks Smith & Thomas Asset Management sold 3,843 iShares Global Comm Services ETF shares in Q1 2024, an estimated $308K.
iShares Global Comm Services ETF made up 0.03% of Wilbanks Smith & Thomas Asset Management's portfolio in Q1 2024, its #205 holding.
Wilbanks Smith & Thomas Asset Management first reported a position in iShares Global Comm Services ETF in Q2 2015 and has held it in 4 quarters since.
Wilbanks Smith & Thomas Asset Management's iShares Global Comm Services ETF position peaked at $1.61M in Q2 2015.
92 funds tracked by Wall St. Rank held iShares Global Comm Services ETF as of Q1 2024.

Based on Wilbanks Smith & Thomas Asset Management's 13F filing for Q1 2024, filed 7 May 2024.