Retirement Group’s iShares Global Energy ETF IXC Stock Holding History

Retirement 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 Q1	$33.3K	Hold	775	–	–	0.01%	285
2023 Q4	$30.3K	Hold	775	–	–	0.01%	283
2023 Q3	$32K	Hold	775	–	–	0.01%	258
2023 Q2	$28.8K	Hold	775	–	–	0.01%	271
2023 Q1	$29K	Hold	775	–	–	0.01%	254
2022 Q4	$30K	Buy	+775	New	+$30.3K	0.01%	227
2022 Q3	–	Sell	-775	Closed	-$26K	–	653
2022 Q2	$26K	Hold	775	–	–	0.01%	277
2022 Q1	$28K	Hold	775	–	–	0.01%	286
2021 Q4	$21K	Hold	775	–	–	0.01%	326
2021 Q3	$21K	Hold	775	–	–	0.01%	304
2021 Q2	$21K	Hold	775	–	–	0.01%	322
2021 Q1	$19K	Hold	775	–	–	0.01%	393
2020 Q4	$15K	Hold	775	–	–	0.01%	386
2020 Q3	$13K	Hold	775	–	–	0.01%	382
2020 Q2	$15K	Buy	+775	New	+$15.1K	0.01%	344

Other funds holding IXC

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return

Retirement Group's IXC Position: Q1 2024 in Review

Retirement Group held its iShares Global Energy ETF (IXC) position steady in Q1 2024 at 775 shares worth $33.3K. The position accounts for 0.01% of the portfolio, ranked #285.

Retirement Group first reported a position in IXC in Q2 2020 and has held it in 15 quarters since. 467 funds tracked by Wall St. Rank hold IXC as of Q1 2024.

Retirement Group held 775 shares of iShares Global Energy ETF worth $33.3K as of Q1 2024.
Retirement Group left its iShares Global Energy ETF share count unchanged in Q1 2024.
iShares Global Energy ETF made up 0.01% of Retirement Group's portfolio in Q1 2024, its #285 holding.
Retirement Group first reported a position in iShares Global Energy ETF in Q2 2020 and has held it in 15 quarters since.
467 funds tracked by Wall St. Rank held iShares Global Energy ETF as of Q1 2024.

Based on Retirement Group's 13F filing for Q1 2024, filed 30 Apr 2024.