Legacy Financial Group (Iowa)
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Legacy Financial Group (Iowa)’s iShares Global Energy ETF IXC Stock Holding History

Legacy Financial Group (Iowa)’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
Q2 		– Sell
-33,565
Closed -$1.44M – 111
2024
Q1 		$1.44M Buy
+33,565
New +$1.33M 0.29% 44

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Legacy Financial Group (Iowa)'s IXC Position: Q2 2024 in Review

Legacy Financial Group (Iowa) sold out of iShares Global Energy ETF (IXC) in Q2 2024, closing a stake of 33,565 shares — an estimated $1.44M sold.

Legacy Financial Group (Iowa) first reported a position in IXC in Q1 2024 and held it in 1 quarter. The position peaked at $1.44M in Q1 2024. 400 funds tracked by Wall St. Rank hold IXC as of Q2 2024.

  • Legacy Financial Group (Iowa) reported no remaining iShares Global Energy ETF position as of Q2 2024 after selling out during the quarter.
  • Legacy Financial Group (Iowa) sold 33,565 iShares Global Energy ETF shares in Q2 2024, an estimated $1.44M.
  • Legacy Financial Group (Iowa) first reported a position in iShares Global Energy ETF in Q1 2024 and held it in 1 quarter.
  • Legacy Financial Group (Iowa)'s iShares Global Energy ETF position peaked at $1.44M in Q1 2024.
  • 400 funds tracked by Wall St. Rank held iShares Global Energy ETF as of Q2 2024.

Based on Legacy Financial Group (Iowa)'s 13F filing for Q2 2024, filed 17 Jul 2024.