Aspire Private Capital’s iShares Global Energy ETF IXC Stock Holding History

Aspire Private Capital’s Portfolio IXC Stock Details IXC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-311	Closed	-$12.6K	–	408
2024 Q3	$12.6K	Buy	311 +81	+35%	+$3.32K	﹤0.01%	355
2024 Q2	$9.55K	Sell	230 -3,128	-93%	-$134K	﹤0.01%	390
2024 Q1	$144K	Buy	3,358 +960	+40%	+$38K	0.04%	171
2023 Q4	$93.8K	Buy	+2,398	New	+$95.3K	0.03%	183
2019 Q2	–	Sell	-1,937	Closed	-$65K	–	580
2019 Q1	$65K	Sell	1,937 -6	-0.3%	-$196	0.03%	212
2018 Q4	$57K	Buy	+1,943	New	+$65.5K	0.03%	204

Other funds holding IXC

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

DWM

Dynasty Wealth Management St. Petersburg, Florida $13.5B AUM 21.55% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

SWP

Sagespring Wealth Partners Franklin, Tennessee $6.51B AUM 25.32% 1-Year Est. Return

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

ECM

Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return

Aspire Private Capital's IXC Position: Q4 2024 in Review

Aspire Private Capital sold out of iShares Global Energy ETF (IXC) in Q4 2024, closing a stake of 311 shares — an estimated $12.6K sold.

Aspire Private Capital first reported a position in IXC in Q4 2018 and held it in 6 quarters. The position peaked at $144K in Q1 2024. 376 funds tracked by Wall St. Rank hold IXC as of Q4 2024.

Aspire Private Capital reported no remaining iShares Global Energy ETF position as of Q4 2024 after selling out during the quarter.
Aspire Private Capital sold 311 iShares Global Energy ETF shares in Q4 2024, an estimated $12.6K.
Aspire Private Capital first reported a position in iShares Global Energy ETF in Q4 2018 and held it in 6 quarters.
Aspire Private Capital's iShares Global Energy ETF position peaked at $144K in Q1 2024.
376 funds tracked by Wall St. Rank held iShares Global Energy ETF as of Q4 2024.

Based on Aspire Private Capital's 13F filing for Q4 2024, filed 17 Jan 2025.