Client 1st Advisory 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
Q2
$2.31M Buy
58,683
+10,971
+23% +$431K 0.84% 24
2025
Q1
$2.01M Buy
47,712
+17,315
+57% +$728K 0.78% 23
2024
Q4
$1.16M Buy
30,397
+21,746
+251% +$830K 0.45% 34
2024
Q3
$350K Buy
8,651
+2,308
+36% +$93.4K 0.14% 83
2024
Q2
$263K Buy
+6,343
New +$263K 0.11% 95