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IXC icon

Dynasty Wealth Management’s iShares Global Energy ETF IXC Stock Holding History

Dynasty Wealth Management’s Portfolio IXC Stock Details IXC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-8,079
Closed -$340K – 238
2025
Q1 		$340K Sell
8,079
-934,021
-99% -$37.5M 0.01% 217
2024
Q4 		$36M Buy
+942,100
New +$38.6M 0.62% 35
2024
Q3 		– Sell
-14,114
Closed -$586K – 248
2024
Q2 		$586K Sell
14,114
-3,642
-21% -$156K 0.02% 176
2024
Q1 		$763K Buy
+17,756
New +$703K 0.02% 146

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ECM
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VCM
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LPL Financial
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VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return