Spire 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
2026 Q1	$226K	Sell	3,922 -41	-1%	-$2.04K	0.01%	741
2025 Q4	$166K	Sell	3,963 -4	-0.1%	-$168	0.01%	849
2025 Q3	$166K	Hold	3,967	–	–	0.01%	835
2025 Q2	$156K	Sell	3,967 -720	-15%	-$27.6K	0.01%	830
2025 Q1	$197K	Sell	4,687 -84	-2%	-$3.37K	0.01%	826
2024 Q4	$182K	Buy	4,771 +201	+4%	+$8.23K	0.01%	849
2024 Q3	$185K	Sell	4,570 -140	-3%	-$5.74K	0.01%	746
2024 Q2	$196K	Sell	4,710 -19,911	-81%	-$853K	0.01%	725
2024 Q1	$1.06M	Buy	24,621 +2,908	+13%	+$115K	0.02%	364
2023 Q4	$812K	Buy	21,713 +20,815	+2,318%	+$827K	0.03%	405
2023 Q3	$37.1K	Buy	898 +2	+0.2%	+$79	﹤0.01%	1279
2023 Q2	$33.4K	Sell	896 -25	-3%	-$941	﹤0.01%	1371
2023 Q1	$35K	Buy	921 +791	+608%	+$30.5K	﹤0.01%	1366
2022 Q4	$5K	Hold	130	–	–	﹤0.01%	1831
2022 Q3	$4K	Sell	130 -889	-87%	-$31.2K	﹤0.01%	1796
2022 Q2	$35K	Sell	1,019 -800	-44%	-$30K	﹤0.01%	1444
2022 Q1	$66K	Sell	1,819 -481	-21%	-$16K	﹤0.01%	1338
2021 Q4	$63K	Buy	2,300 +803	+54%	+$22.8K	﹤0.01%	1608
2021 Q3	$40K	Buy	1,497 +105	+8%	+$2.63K	﹤0.01%	1570
2021 Q2	$37K	Sell	1,392 -632	-31%	-$16.4K	﹤0.01%	1612
2021 Q1	$50K	Buy	+2,024	New	+$47.8K	﹤0.01%	1722