IFP 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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $46K | Buy |
799
+211
| +36% | +$10.5K | ﹤0.01% | 2296 |
|
|
2025
Q4 | $24.7K | Hold |
588
| – | – | ﹤0.01% | 2614 |
|
|
2025
Q3 | $24.5K | Sell |
588
-446
| -43% | -$18.2K | ﹤0.01% | 2480 |
|
|
2025
Q2 | $40.6K | Buy |
1,034
+440
| +74% | +$16.9K | ﹤0.01% | 2160 |
|
|
2025
Q1 | $25K | Sell |
594
-1
| -0.2% | -$40 | ﹤0.01% | 2211 |
|
|
2024
Q4 | $22.7K | Sell |
595
-5,129
| -90% | -$210K | ﹤0.01% | 2190 |
|
|
2024
Q3 | $232K | Sell |
5,724
-10,743
| -65% | -$441K | 0.01% | 1020 |
|
|
2024
Q2 | $684K | Sell |
16,467
-1,020
| -6% | -$43.7K | 0.03% | 556 |
|
|
2024
Q1 | $751K | Buy |
17,487
+2,853
| +19% | +$113K | 0.03% | 486 |
|
|
2023
Q4 | $572K | Buy |
+14,634
| New | +$582K | 0.03% | 541 |
|
|
2023
Q2 | – | Sell |
-59
| Closed | -$2.22K | – | 3511 |
|
|
2023
Q1 | $2.22K | Sell |
59
-580
| -91% | -$22.4K | ﹤0.01% | 2862 |
|
|
2022
Q4 | $24K | Buy |
639
+265
| +71% | +$10.4K | ﹤0.01% | 2750 |
|
|
2022
Q3 | $16K | Buy |
374
+1
| +0.3% | +$35 | ﹤0.01% | 3284 |
|
|
2022
Q2 | $16K | Hold |
373
| – | – | ﹤0.01% | 3032 |
|
|
2022
Q1 | $16K | Buy |
373
+333
| +833% | +$11.1K | ﹤0.01% | 3032 |
|
|
2021
Q4 | $2K | Sell |
40
-2
| -5% | -$57 | ﹤0.01% | 2802 |
|
|
2021
Q3 | $2K | Sell |
42
-4
| -9% | -$100 | ﹤0.01% | 2868 |
|
|
2021
Q2 | $2K | Sell |
46
-28
| -38% | -$727 | ﹤0.01% | 2749 |
|
|
2021
Q1 | $2K | Hold |
74
| – | – | ﹤0.01% | 2681 |
|
|
2020
Q4 | $2K | Sell |
74
-1
| -1% | -$19 | ﹤0.01% | 2621 |
|
|
2020
Q3 | $2K | Buy |
75
+10
| +15% | +$189 | ﹤0.01% | 2488 |
|
|
2020
Q2 | $2K | Sell |
65
-349
| -84% | -$6.81K | ﹤0.01% | 2398 |
|
|
2020
Q1 | $7K | Buy |
414
+54
| +15% | +$1.35K | ﹤0.01% | 1931 |
|
|
2019
Q4 | $12K | Hold |
360
| – | – | ﹤0.01% | 1841 |
|
|
2019
Q3 | $12K | Buy |
+360
| New | +$11K | ﹤0.01% | 1983 |
|
|
2019
Q1 | $17K | Sell |
512
-582
| -53% | -$19K | ﹤0.01% | 1412 |
|
|
2018
Q4 | $32K | Sell |
1,094
-3,505
| -76% | -$118K | ﹤0.01% | 1869 |
|
|
2018
Q3 | $173K | Buy |
4,599
+2,975
| +183% | +$110K | 0.01% | 1155 |
|
|
2018
Q2 | $61K | Buy |
1,624
+280
| +21% | +$10.4K | ﹤0.01% | 1795 |
|
|
2018
Q1 | $48K | Hold |
1,344
| – | – | ﹤0.01% | 1836 |
|
|
2017
Q4 | $48K | Sell |
1,344
-8,932
| -87% | -$307K | ﹤0.01% | 1853 |
|
|
2017
Q3 | $349K | Buy |
10,276
+40
| +0.4% | +$1.27K | 0.01% | 855 |
|
|
2017
Q2 | $318K | Buy |
10,236
+2,065
| +25% | +$66.9K | 0.01% | 879 |
|
|
2017
Q1 | $271K | Buy |
8,171
+27
| +0.3% | +$911 | 0.01% | 956 |
|
|
2016
Q4 | $283K | Sell |
8,144
-5,736
| -41% | -$193K | 0.01% | 883 |
|
|
2016
Q3 | $456K | Sell |
13,880
-416
| -3% | -$13.4K | 0.02% | 596 |
|
|
2016
Q2 | $462K | Buy |
14,296
+13,784
| +2,692% | +$431K | 0.03% | 576 |
|
|
2016
Q1 | $17K | Sell |
512
-9,005
| -95% | -$246K | ﹤0.01% | 1412 |
|
|
2015
Q4 | $267K | Buy |
+9,517
| New | +$293K | 0.02% | 718 |
|
Other funds holding IXC
ECM
VCM
VCM