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Shared Vision Wealth Group’s iShares Global Energy ETF IXC Stock Holding History

Shared Vision Wealth Group’s Portfolio IXC Stock Details IXC Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-18,622
Closed -$800K – 77
2024
Q1 		$800K Buy
18,622
+8,921
+92% +$383K 0.5% 27
2023
Q4 		$379K Buy
+9,701
New +$379K 0.25% 50