OLVIG
IXC icon

Oliver Lagore Vanvalin Investment Group’s iShares Global Energy ETF IXC Stock Holding History

Oliver Lagore Vanvalin Investment Group’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 		$1.56K Hold
41
– – ﹤0.01% 597
2024
Q3 		$1.66K Sell
41
-5
-11% -$205 ﹤0.01% 592
2024
Q2 		$1.91K Sell
46
-2,019
-98% -$86.5K ﹤0.01% 600
2024
Q1 		$88.7K Buy
2,065
+23
+1% +$911 0.03% 185
2023
Q4 		$79.9K Buy
+2,042
New +$81.2K 0.03% 171

Other funds holding IXC

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
DWM
Dynasty Wealth Management St. Petersburg, Florida $13.5B AUM 21.55% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
SWP
Sagespring Wealth Partners Franklin, Tennessee $6.51B AUM 25.32% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return

Oliver Lagore Vanvalin Investment Group's IXC Position: Q4 2024 in Review

Oliver Lagore Vanvalin Investment Group held its iShares Global Energy ETF (IXC) position steady in Q4 2024 at 41 shares worth $1.56K. The position accounts for ﹤0.01% of the portfolio, ranked #597.

Oliver Lagore Vanvalin Investment Group first reported a position in IXC in Q4 2023 and has held it in 5 quarters since. The position peaked at $88.7K in Q1 2024. 376 funds tracked by Wall St. Rank hold IXC as of Q4 2024.

  • Oliver Lagore Vanvalin Investment Group held 41 shares of iShares Global Energy ETF worth $1.56K as of Q4 2024.
  • Oliver Lagore Vanvalin Investment Group left its iShares Global Energy ETF share count unchanged in Q4 2024.
  • iShares Global Energy ETF made up ﹤0.01% of Oliver Lagore Vanvalin Investment Group's portfolio in Q4 2024, its #597 holding.
  • Oliver Lagore Vanvalin Investment Group first reported a position in iShares Global Energy ETF in Q4 2023 and has held it in 5 quarters since.
  • Oliver Lagore Vanvalin Investment Group's iShares Global Energy ETF position peaked at $88.7K in Q1 2024.
  • 376 funds tracked by Wall St. Rank held iShares Global Energy ETF as of Q4 2024.

Based on Oliver Lagore Vanvalin Investment Group's 13F filing for Q4 2024, filed 1 Apr 2025.