Buttonwood Financial Group’s iShares Global Energy ETF IXC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-39,008
Closed -$1.57M 32
2024
Q4
$1.57M Buy
39,008
+1,279
+3% +$51.5K 0.87% 16
2024
Q3
$1.53M Buy
37,729
+551
+1% +$22.3K 0.92% 14
2024
Q2
$1.55M Sell
37,178
-75,403
-67% -$3.14M 0.88% 18
2024
Q1
$4.84M Buy
112,581
+35,514
+46% +$1.53M 2.86% 10
2023
Q4
$3.01M Sell
77,067
-10,178
-12% -$398K 2.19% 11
2023
Q3
$3.52M Buy
+87,245
New +$3.52M 2.57% 13