IWP
Insight Wealth Partners’s iShares Global Energy ETF IXC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-9,981
| Closed | -$381K | – | 111 |
|
|
2024
Q4 | $381K | Sell |
9,981
-2,506
| -20% | -$95.7K | 0.05% | 70 |
|
|
2024
Q3 | $505K | Buy |
12,487
+1,437
| +13% | +$58.2K | 0.1% | 66 |
|
|
2024
Q2 | $459K | Buy |
11,050
+1,010
| +10% | +$41.9K | 0.08% | 61 |
|
|
2024
Q1 | $431K | Buy |
10,040
+941
| +10% | +$40.4K | 0.07% | 60 |
|
|
2023
Q4 | $356K | Buy |
9,099
+2,098
| +30% | +$82K | 0.06% | 58 |
|
|
2023
Q3 | $289K | Buy |
7,001
+1,384
| +25% | +$57.1K | 0.06% | 60 |
|
|
2023
Q2 | $209K | Buy |
+5,617
| New | +$209K | 0.05% | 67 |
|