Retirement Planning Group (Kansas)’s iShares Global Energy ETF IXC Stock Holding History

Retirement Planning Group (Kansas)’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 Q3	–	Sell	-7,095	Closed	-$295K	–	276
2024 Q2	$295K	Sell	7,095 -327	-4%	-$14K	0.02%	199
2024 Q1	$319K	Buy	7,422 +327	+5%	+$13K	0.02%	170
2023 Q4	$277K	Hold	7,095	–	–	0.02%	144
2023 Q3	$293K	Hold	7,095	–	–	0.03%	122
2023 Q2	$264K	Sell	7,095 -195	-3%	-$7.34K	0.03%	138
2023 Q1	$275K	Hold	7,290	–	–	0.03%	122
2022 Q4	$284K	Hold	7,290	–	–	0.03%	116
2022 Q3	$243K	Buy	7,290 +165	+2%	+$5.79K	0.03%	112
2022 Q2	$241K	Buy	+7,125	New	+$267K	0.03%	97

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

ECM

Evergreen Capital Management Bellevue, Washington $4.62B AUM 25.58% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

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

Retirement Planning Group (Kansas)'s IXC Position: Q3 2024 in Review

Retirement Planning Group (Kansas) sold out of iShares Global Energy ETF (IXC) in Q3 2024, closing a stake of 7,095 shares — an estimated $295K sold.

Retirement Planning Group (Kansas) first reported a position in IXC in Q2 2022 and held it in 9 quarters. The position peaked at $319K in Q1 2024. 369 funds tracked by Wall St. Rank hold IXC as of Q3 2024.

Retirement Planning Group (Kansas) reported no remaining iShares Global Energy ETF position as of Q3 2024 after selling out during the quarter.
Retirement Planning Group (Kansas) sold 7,095 iShares Global Energy ETF shares in Q3 2024, an estimated $295K.
Retirement Planning Group (Kansas) first reported a position in iShares Global Energy ETF in Q2 2022 and held it in 9 quarters.
Retirement Planning Group (Kansas)'s iShares Global Energy ETF position peaked at $319K in Q1 2024.
369 funds tracked by Wall St. Rank held iShares Global Energy ETF as of Q3 2024.

Based on Retirement Planning Group (Kansas)'s 13F filing for Q3 2024, filed 10 Oct 2024.