Founders Financial Securities’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
2026 Q1	$544K	Hold	9,913	–	–	0.03%	356
2025 Q4	$416K	Sell	9,913 -159	-2%	-$6.68K	0.02%	413
2025 Q3	$421K	Hold	10,072	–	–	0.03%	369
2025 Q2	$396K	Sell	10,072 -381	-4%	-$14.6K	0.03%	378
2025 Q1	$399K	Sell	10,453 -1,458	-12%	-$58.5K	0.03%	351
2024 Q4	$455K	Sell	11,911 -278	-2%	-$11.4K	0.04%	323
2024 Q3	$493K	Hold	12,189	–	–	0.05%	272
2024 Q2	$506K	Sell	12,189 -606	-5%	-$26K	0.05%	286
2024 Q1	$550K	Buy	12,795 +220	+2%	+$8.71K	0.06%	247
2023 Q4	$492K	Buy	12,575 +212	+2%	+$8.43K	0.05%	247
2023 Q3	$510K	Sell	12,363 -1,040	-8%	-$41.2K	0.07%	211
2023 Q2	$499K	Sell	13,403 -1,659	-11%	-$62.4K	0.07%	213
2023 Q1	$569K	Hold	15,062	–	–	0.08%	189
2022 Q4	$587K	Hold	15,062	–	–	0.09%	181
2022 Q3	$502K	Buy	+15,062	New	+$528K	0.09%	176