CWM
Certus Wealth Management’s iShares Global Energy ETF IXC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $299K | Sell |
7,603
-2,489
| -25% | -$97.8K | 0.19% | 51 |
|
|
2025
Q1 | $390K | Sell |
10,092
-250
| -2% | -$9.66K | 0.26% | 44 |
|
|
2024
Q4 | $416K | Buy |
10,342
+1,807
| +21% | +$72.8K | 0.28% | 43 |
|
|
2024
Q3 | $345K | Buy |
8,535
+758
| +10% | +$30.7K | 0.24% | 45 |
|
|
2024
Q2 | $323K | Sell |
7,777
-10,645
| -58% | -$442K | 0.25% | 47 |
|
|
2024
Q1 | $790K | Buy |
18,422
+4,322
| +31% | +$185K | 0.63% | 33 |
|
|
2023
Q4 | $551K | Buy |
+14,100
| New | +$551K | 0.47% | 41 |
|