Partners Wealth Management’s iShares Global Energy ETF IXC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$474K Hold
11,227
0.54% 52
2025
Q1
$472K Buy
11,227
+55
+0.5% +$2.31K 0.54% 52
2024
Q4
$427K Buy
+11,172
New +$427K 0.49% 60