V Wealth Advisors’s iShares Global Energy ETF IXC Stock Holding History

V Wealth Advisors’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
2023 Q2	–	Sell	-5,587	Closed	-$211K	–	395
2023 Q1	$211K	Sell	5,587 -362	-6%	-$14K	0.04%	353
2022 Q4	$232K	Sell	5,949 -1,484	-20%	-$58.1K	0.05%	314
2022 Q3	$248K	Hold	7,433	–	–	0.05%	320
2022 Q2	$252K	Sell	7,433 -274	-4%	-$10.3K	0.05%	342
2022 Q1	$279K	Sell	7,707 -275	-3%	-$9.14K	0.04%	358
2021 Q4	$220K	Sell	7,982 -207	-3%	-$5.87K	0.03%	418
2021 Q3	$220K	Sell	8,189 -2,565	-24%	-$64.3K	0.03%	422
2021 Q2	$287K	Buy	10,754 +21	+0.2%	+$545	0.05%	378
2021 Q1	$265K	Buy	+10,733	New	+$253K	0.05%	354

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

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

GW & Wade Wellesley, Massachusetts $3.08B AUM 18.99% 1-Year Est. Return

Connectus Wealth Cincinnati, Ohio $3.66B AUM 26.47% 1-Year Est. Return

ECM

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

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

VCM

Verger Capital Management Winston-Salem, North Carolina $339M AUM 19.43% 1-Year Est. Return

PPW

Parcion Private Wealth Bellevue, Washington $1.61B AUM 31.08% 1-Year Est. Return

V Wealth Advisors's IXC Position: Q2 2023 in Review

V Wealth Advisors sold out of iShares Global Energy ETF (IXC) in Q2 2023, closing a stake of 5,587 shares — an estimated $211K sold.

V Wealth Advisors first reported a position in IXC in Q1 2021 and held it in 9 quarters. The position peaked at $287K in Q2 2021. 240 funds tracked by Wall St. Rank hold IXC as of Q2 2023.

V Wealth Advisors reported no remaining iShares Global Energy ETF position as of Q2 2023 after selling out during the quarter.
V Wealth Advisors sold 5,587 iShares Global Energy ETF shares in Q2 2023, an estimated $211K.
V Wealth Advisors first reported a position in iShares Global Energy ETF in Q1 2021 and held it in 9 quarters.
V Wealth Advisors's iShares Global Energy ETF position peaked at $287K in Q2 2021.
240 funds tracked by Wall St. Rank held iShares Global Energy ETF as of Q2 2023.

Based on V Wealth Advisors's 13F filing for Q2 2023, filed 11 Aug 2023.