Congress Wealth Management’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
$1.49M Buy
38,000
+419
+1% +$16.5K 0.01% 611
2025
Q1
$1.57M Buy
+37,581
New +$1.57M 0.02% 544