SWP
IXC icon

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

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
-5,119
Closed -$215K 726
2025
Q1
$215K Sell
5,119
-873,191
-99% -$36.7M 0.01% 622
2024
Q4
$33.5M Buy
+878,310
New +$33.5M 0.89% 26