JFS Wealth 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
2025
Q2
$38.9K Hold
2025
Q1
$41.6K Sell
2024
Q4
$487K Buy
2024
Q3
$469K Buy
2024
Q2
$479K Buy
2024
Q1
$290K Buy
2023
Q4
$153K Buy