Robertson Stephens Wealth Management’s iShares Global Energy ETF IXC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
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|
2025
Q1 | $302K | Sell |
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|
2024
Q4 | $286K | Buy |
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|
2024
Q3 | $298K | Sell |
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|
2024
Q2 | $314K | Sell |
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|
2024
Q1 | $618K | Buy |
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|
2023
Q4 | $427K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $369K | Sell |
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|
2022
Q1 | $551K | Sell |
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|
2021
Q4 | $457K | Sell |
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|
2021
Q3 | $515K | Buy |
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