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Aspire Wealth Management’s iShares Global Energy ETF IXC Stock Holding History

Aspire Wealth Management’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
Q3 		$1.94K Sell
48
-189
-80% -$7.75K ﹤0.01% 182
2024
Q2 		$9.84K Sell
237
-2,974
-93% -$127K 0.01% 155
2024
Q1 		$138K Buy
+3,211
New +$127K 0.08% 109

Other funds holding IXC

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Aspire Wealth Management's IXC Position: Q3 2024 in Review

Aspire Wealth Management reduced its iShares Global Energy ETF (IXC) stake by 80% in Q3 2024, selling an estimated $7.75K and leaving 48 shares worth $1.94K. The position accounts for ﹤0.01% of the portfolio, ranked #182.

Aspire Wealth Management first reported a position in IXC in Q1 2024 and has held it in 3 quarters since. The position peaked at $138K in Q1 2024. 369 funds tracked by Wall St. Rank hold IXC as of Q3 2024.

  • Aspire Wealth Management held 48 shares of iShares Global Energy ETF worth $1.94K as of Q3 2024.
  • Aspire Wealth Management sold 189 iShares Global Energy ETF shares in Q3 2024, an estimated $7.75K.
  • iShares Global Energy ETF made up ﹤0.01% of Aspire Wealth Management's portfolio in Q3 2024, its #182 holding.
  • Aspire Wealth Management first reported a position in iShares Global Energy ETF in Q1 2024 and has held it in 3 quarters since.
  • Aspire Wealth Management's iShares Global Energy ETF position peaked at $138K in Q1 2024.
  • 369 funds tracked by Wall St. Rank held iShares Global Energy ETF as of Q3 2024.

Based on Aspire Wealth Management's 13F filing for Q3 2024, filed 31 Oct 2024.