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Jaffetilchin Investment Partners’s iShares Global Energy ETF IXC Stock Holding History

Jaffetilchin Investment 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
2024
Q4 		– Sell
-18
Closed -$738 – 833
2024
Q3 		$738 Buy
+18
New +$738 ﹤0.01% 1275

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Morgan Stanley
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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
DWM
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Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
SWP
Sagespring Wealth Partners Franklin, Tennessee $5.49B AUM 19.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $4.62B AUM 25.58% 1-Year Est. Return

Jaffetilchin Investment Partners's IXC Position: Q4 2024 in Review

Jaffetilchin Investment Partners sold out of iShares Global Energy ETF (IXC) in Q4 2024, closing a stake of 18 shares — an estimated $738 sold.

Jaffetilchin Investment Partners first reported a position in IXC in Q3 2024 and held it in 1 quarter. The position peaked at $738 in Q3 2024. 376 funds tracked by Wall St. Rank hold IXC as of Q4 2024.

  • Jaffetilchin Investment Partners reported no remaining iShares Global Energy ETF position as of Q4 2024 after selling out during the quarter.
  • Jaffetilchin Investment Partners sold 18 iShares Global Energy ETF shares in Q4 2024, an estimated $738.
  • Jaffetilchin Investment Partners first reported a position in iShares Global Energy ETF in Q3 2024 and held it in 1 quarter.
  • Jaffetilchin Investment Partners's iShares Global Energy ETF position peaked at $738 in Q3 2024.
  • 376 funds tracked by Wall St. Rank held iShares Global Energy ETF as of Q4 2024.

Based on Jaffetilchin Investment Partners's 13F filing for Q4 2024, filed 13 Feb 2025.