Creative Planning’s iShares Global Energy ETF IXC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.92M | Sell |
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|
2025
Q2 | $1.83M | Sell |
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|
2025
Q1 | $2.08M | Buy |
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|
2024
Q4 | $1.63M | Buy |
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|
2024
Q3 | $474K | Sell |
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|
2024
Q2 | $694K | Sell |
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|
2024
Q1 | $737K | Buy |
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|
2023
Q4 | $592K | Buy |
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|
2023
Q3 | $477K | Buy |
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|
2023
Q2 | $376K | Sell |
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|
2023
Q1 | $395K | Sell |
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|
2022
Q4 | $436K | Buy |
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|
2022
Q3 | $240K | Sell |
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|
2022
Q2 | $354K | Buy |
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|
2022
Q1 | $302K | Buy |
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|
2021
Q4 | $223K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $263K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $505K | Sell |
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|
2017
Q4 | $1.32M | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $61K | Sell |
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|
2017
Q1 | $214K | Buy |
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|
2016
Q4 | $201K | Buy |
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|
2016
Q3 | $36K | Sell |
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|
2016
Q2 | $115K | Buy |
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|
2016
Q1 | $96K | Hold |
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|
2015
Q4 | $92K | Buy |
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|
2015
Q3 | $76K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $953K | Buy |
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|
2014
Q4 | $198K | Buy |
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|
2014
Q3 | $225K | Hold |
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|
2014
Q2 | $249K | Sell |
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|
2014
Q1 | $233K | Hold |
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|
2013
Q4 | $230K | Buy |
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|
2013
Q3 | $100K | Buy |
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|
2013
Q2 | $28K | Buy |
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