Insight Wealth Partners’s iShares Global Energy ETF IXC Stock Holding History

Insight Wealth Partners’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	-9,981	Closed	-$381K	–	112
2024 Q4	$381K	Sell	9,981 -2,506	-20%	-$103K	0.05%	74
2024 Q3	$505K	Buy	12,487 +1,437	+13%	+$59K	0.1%	70
2024 Q2	$459K	Buy	11,050 +1,010	+10%	+$43.3K	0.08%	65
2024 Q1	$431K	Buy	10,040 +941	+10%	+$37.3K	0.07%	64
2023 Q4	$356K	Buy	9,099 +2,098	+30%	+$83.4K	0.06%	62
2023 Q3	$289K	Buy	7,001 +1,384	+25%	+$54.9K	0.06%	64
2023 Q2	$209K	Buy	+5,617	New	+$211K	0.05%	70

Other funds holding IXC

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

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 Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

Insight Wealth Partners's IXC Position: Q1 2025 in Review

Insight Wealth Partners sold out of iShares Global Energy ETF (IXC) in Q1 2025, closing a stake of 9,981 shares — an estimated $381K sold.

Insight Wealth Partners first reported a position in IXC in Q2 2023 and held it in 7 quarters. The position peaked at $505K in Q3 2024. 322 funds tracked by Wall St. Rank hold IXC as of Q1 2025.

Insight Wealth Partners reported no remaining iShares Global Energy ETF position as of Q1 2025 after selling out during the quarter.
Insight Wealth Partners sold 9,981 iShares Global Energy ETF shares in Q1 2025, an estimated $381K.
Insight Wealth Partners first reported a position in iShares Global Energy ETF in Q2 2023 and held it in 7 quarters.
Insight Wealth Partners's iShares Global Energy ETF position peaked at $505K in Q3 2024.
322 funds tracked by Wall St. Rank held iShares Global Energy ETF as of Q1 2025.

Based on Insight Wealth Partners's 13F filing for Q1 2025, filed 15 May 2025.