Winch Advisory Services’s iShares Global Comm Services ETF IXP Stock Holding History

Winch Advisory Services’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
2026 Q2	$15.5K	Hold	137	–	–	﹤0.01%	290
2026 Q1	$15.7K	Hold	137	–	–	﹤0.01%	270
2025 Q4	$16.6K	Hold	137	–	–	﹤0.01%	261
2025 Q3	$16.9K	Hold	137	–	–	﹤0.01%	253
2025 Q2	$15.4K	Hold	137	–	–	﹤0.01%	253
2025 Q1	$13.3K	Hold	137	–	–	﹤0.01%	260
2024 Q4	$13.2K	Buy	+137	New	+$13.2K	﹤0.01%	270

Other funds holding IXP

PCH

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

HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

DWM

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

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

FDCDDQ

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $32.7B AUM 35.71% 1-Year Est. Return

Winch Advisory Services's IXP Position: Q2 2026 in Review

Winch Advisory Services held its iShares Global Comm Services ETF (IXP) position steady in Q2 2026 at 137 shares worth $15.5K. The position accounts for ﹤0.01% of the portfolio, ranked #290.

Winch Advisory Services first reported a position in IXP in Q4 2024 and has held it in 7 quarters since. The position peaked at $16.9K in Q3 2025. 114 funds tracked by Wall St. Rank hold IXP as of Q2 2026.

Winch Advisory Services held 137 shares of iShares Global Comm Services ETF worth $15.5K as of Q2 2026.
Winch Advisory Services left its iShares Global Comm Services ETF share count unchanged in Q2 2026.
iShares Global Comm Services ETF made up ﹤0.01% of Winch Advisory Services's portfolio in Q2 2026, its #290 holding.
Winch Advisory Services first reported a position in iShares Global Comm Services ETF in Q4 2024 and has held it in 7 quarters since.
Winch Advisory Services's iShares Global Comm Services ETF position peaked at $16.9K in Q3 2025.
114 funds tracked by Wall St. Rank held iShares Global Comm Services ETF as of Q2 2026.

Based on Winch Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.