Kistler-Tiffany Companies’s iShares Global Energy ETF IXC Stock Holding History

Kistler-Tiffany Companies’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
2023 Q2	$80.4K	Buy	2,161 +191	+10%	+$7.19K	0.01%	429
2023 Q1	$74.4K	Hold	1,970	–	–	0.01%	397
2022 Q4	$76.8K	Buy	1,970 +1,106	+128%	+$43.3K	0.02%	372
2022 Q3	$29K	Buy	864 +37	+4%	+$1.3K	0.01%	443
2022 Q2	$28K	Hold	827	–	–	0.01%	455
2022 Q1	$30K	Hold	827	–	–	0.01%	455
2021 Q4	$23K	Sell	827 -58	-7%	-$1.64K	﹤0.01%	479
2021 Q3	$24K	Sell	885 -635	-42%	-$15.9K	0.01%	468
2021 Q2	$40K	Sell	1,520 -705	-32%	-$18.3K	0.01%	396
2021 Q1	$55K	Hold	2,225	–	–	0.01%	322
2020 Q4	$45K	Sell	2,225 -2,203	-50%	-$41.2K	0.01%	314
2020 Q3	$73K	Sell	4,428 -2,065	-32%	-$39K	0.02%	241
2020 Q2	$127K	Sell	6,493 -196	-3%	-$3.83K	0.05%	175
2020 Q1	$206K	Hold	6,689	–	–	0.07%	137
2019 Q4	$206K	Buy	6,689 +1	+0%	+$31	0.07%	140
2019 Q3	$204K	Sell	6,688 -150	-2%	-$4.6K	0.08%	134
2019 Q2	$222K	Sell	6,838 -237	-3%	-$7.8K	0.08%	124
2019 Q1	$238K	Sell	7,075 -407	-5%	-$13.3K	0.1%	117
2018 Q4	$220K	Sell	7,482 -2,785	-27%	-$93.9K	0.1%	109
2018 Q3	$387K	Sell	10,267 -529	-5%	-$19.6K	0.16%	88
2018 Q2	$404K	Sell	10,796 -1,056	-9%	-$39.1K	0.18%	86
2018 Q1	$403K	Sell	11,852 -1,209	-9%	-$42.4K	0.17%	94
2017 Q4	$464K	Sell	13,061 -441	-3%	-$15.1K	0.18%	92
2017 Q3	$459K	Sell	13,502 -2,209	-14%	-$70.4K	0.19%	85
2017 Q2	$488K	Sell	15,711 -2,975	-16%	-$96.3K	0.22%	74
2017 Q1	$620K	Sell	18,686 -815	-4%	-$27.5K	0.29%	55
2016 Q4	$679K	Buy	19,501 +2,337	+14%	+$78.6K	0.33%	53
2016 Q3	$564K	Sell	17,164 -1,253	-7%	-$40.2K	0.28%	57
2016 Q2	$595K	Sell	18,417 -3,759	-17%	-$117K	0.31%	54
2016 Q1	$654K	Sell	22,176 -1,648	-7%	-$45.1K	0.36%	49
2015 Q4	$779K	Sell	23,824 -7,920	-25%	-$244K	0.43%	44
2015 Q3	$1.02M	Sell	31,744 -1,997	-6%	-$62.8K	0.61%	33
2015 Q2	$1.18M	Sell	33,741 -3,924	-10%	-$147K	0.71%	28
2015 Q1	$1.34M	Buy	37,665 +3,921	+12%	+$142K	0.86%	25
2014 Q4	$1.25M	Buy	33,744 +2,585	+8%	+$103K	0.82%	26
2014 Q3	$1.37M	Buy	31,159 +2,245	+8%	+$105K	0.91%	24
2014 Q2	$1.4M	Sell	28,914 -402	-1%	-$18.7K	1.02%	21
2014 Q1	$1.28M	Buy	29,316 +44	+0.2%	+$1.85K	0.96%	21
2013 Q4	$1.26M	Buy	29,272 +588	+2%	+$24.9K	0.95%	23
2013 Q3	$1.18M	Buy	28,684 +10,527	+58%	+$425K	0.95%	24
2013 Q2	$695K	Buy	+18,157	New	+$722K	0.6%	39

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

GW & Wade Wellesley, Massachusetts $3.08B AUM 18.99% 1-Year Est. Return

Connectus Wealth Cincinnati, Ohio $3.66B AUM 26.47% 1-Year Est. Return

ECM

Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return

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

VCM

Verger Capital Management Winston-Salem, North Carolina $341M AUM 19.49% 1-Year Est. Return

PPW

Parcion Private Wealth Bellevue, Washington $1.8B AUM 30.57% 1-Year Est. Return

Kistler-Tiffany Companies's IXC Position: Q2 2023 in Review

Kistler-Tiffany Companies increased its iShares Global Energy ETF (IXC) stake by 9.7% in Q2 2023, buying an estimated $7.19K and bringing the position to 2,161 shares worth $80.4K. The position accounts for 0.01% of the portfolio, ranked #429.

Kistler-Tiffany Companies first reported a position in IXC in Q2 2013 and has held it in 41 quarters since. The position peaked at $1.4M in Q2 2014. 240 funds tracked by Wall St. Rank hold IXC as of Q2 2023.

Kistler-Tiffany Companies held 2,161 shares of iShares Global Energy ETF worth $80.4K as of Q2 2023.
Kistler-Tiffany Companies bought 191 iShares Global Energy ETF shares in Q2 2023, an estimated $7.19K.
iShares Global Energy ETF made up 0.01% of Kistler-Tiffany Companies's portfolio in Q2 2023, its #429 holding.
Kistler-Tiffany Companies first reported a position in iShares Global Energy ETF in Q2 2013 and has held it in 41 quarters since.
Kistler-Tiffany Companies's iShares Global Energy ETF position peaked at $1.4M in Q2 2014.
240 funds tracked by Wall St. Rank held iShares Global Energy ETF as of Q2 2023.

Based on Kistler-Tiffany Companies's 13F filing for Q2 2023, filed 1 Aug 2023.