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

FLP 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
Q1 		– Sell
-606
Closed -$23.1K – 265
2024
Q4 		$23.1K Buy
+606
New +$24.8K 0.06% 160

Other funds holding IXC

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $4.62B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
VCM
Verger Capital Management Winston-Salem, North Carolina $339M AUM 19.43% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

FLP Wealth Management's IXC Position: Q1 2025 in Review

FLP Wealth Management sold out of iShares Global Energy ETF (IXC) in Q1 2025, closing a stake of 606 shares — an estimated $23.1K sold.

FLP Wealth Management first reported a position in IXC in Q4 2024 and held it in 1 quarter. The position peaked at $23.1K in Q4 2024. 322 funds tracked by Wall St. Rank hold IXC as of Q1 2025.

  • FLP Wealth Management reported no remaining iShares Global Energy ETF position as of Q1 2025 after selling out during the quarter.
  • FLP Wealth Management sold 606 iShares Global Energy ETF shares in Q1 2025, an estimated $23.1K.
  • FLP Wealth Management first reported a position in iShares Global Energy ETF in Q4 2024 and held it in 1 quarter.
  • FLP Wealth Management's iShares Global Energy ETF position peaked at $23.1K in Q4 2024.
  • 322 funds tracked by Wall St. Rank held iShares Global Energy ETF as of Q1 2025.

Based on FLP Wealth Management's 13F filing for Q1 2025, filed 15 Jul 2025.