J.W. Cole 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 | – | Sell |
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|
2025
Q4 | $327K | Sell |
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|
2025
Q3 | $412K | Buy |
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|
2025
Q2 | $311K | Buy |
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|
2025
Q1 | $318K | Buy |
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|
2024
Q4 | $245K | Buy |
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|
2024
Q3 | $254K | Sell |
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|
2024
Q2 | $265K | Buy |
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|
2024
Q1 | $258K | Buy |
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|
2023
Q4 | $210K | Sell |
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|
2023
Q3 | $312K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $203K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $367K | Buy |
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|
2022
Q1 | $380K | Sell |
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|
2021
Q4 | $349K | Buy |
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