Guardian Wealth Advisors (North Carolina)’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	$928K	Hold	16,102	–	–	0.06%	160
2025 Q4	$675K	Hold	16,102	–	–	0.04%	187
2025 Q3	$672K	Hold	16,102	–	–	0.04%	179
2025 Q2	$633K	Hold	16,102	–	–	0.04%	174
2025 Q1	$677K	Sell	16,102 -435	-3%	-$17.5K	0.05%	159
2024 Q4	$631K	Buy	16,537 +1,437	+10%	+$58.8K	0.05%	168
2024 Q3	$611K	Hold	15,100	–	–	0.07%	142
2024 Q2	$627K	Hold	15,100	–	–	0.07%	133
2024 Q1	$649K	Hold	15,100	–	–	0.08%	131
2023 Q4	$591K	Hold	15,100	–	–	0.09%	118
2023 Q3	$623K	Hold	15,100	–	–	0.11%	104
2023 Q2	$562K	Hold	15,100	–	–	0.1%	109
2023 Q1	$570K	Hold	15,100	–	–	0.1%	105
2022 Q4	$589K	Hold	15,100	–	–	0.11%	98
2022 Q3	$503K	Hold	15,100	–	–	0.09%	101
2022 Q2	$512K	Buy	+15,100	New	+$565K	0.09%	104