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Avantax Planning Partners’s iShares Global Energy ETF IXC Stock Holding History

Avantax Planning Partners’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
2026
Q1 		$346K Buy
5,997
+652
+12% +$32.5K 0.01% 329
2025
Q4 		$224K Buy
5,345
+25
+0.5% +$1.05K 0.01% 399
2025
Q3 		$222K Hold
5,320
– – 0.01% 401
2025
Q2 		$209K Buy
5,320
+21
+0.4% +$805 0.01% 423
2025
Q1 		$223K Hold
5,299
– – 0.01% 389
2024
Q4 		$202K Buy
5,299
+4
+0.1% +$164 0.01% 416
2024
Q3 		$214K Hold
5,295
– – 0.01% 411
2024
Q2 		$220K Buy
+5,295
New +$227K 0.01% 424
2018
Q4 		– Sell
-111
Closed -$4K – 747
2018
Q3 		$4K Buy
+111
New +$4.1K ﹤0.01% 1171
2018
Q2 		– Sell
-111
Closed -$4K – 848
2018
Q1 		$4K Buy
+111
New +$3.89K ﹤0.01% 1425

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ECM
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VCM
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VCM
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