Icon Wealth Advisors’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
Q4 | – | Sell |
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|
2025
Q3 | $198K | Sell |
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2025
Q2 | $191K | Sell |
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2025
Q1 | $229K | Sell |
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|
2024
Q4 | $1.38M | Sell |
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|
2024
Q3 | $1.47M | Sell |
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2024
Q2 | $1.55M | Sell |
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|
2024
Q1 | $4.55M | Buy |
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|
2023
Q4 | $3.37M | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $167K | Buy |
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