Waverly Advisors’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
Q3
$1.85M Sell
2025
Q2
$1.95M Sell
2025
Q1
$2.22M Sell
2024
Q4
$2.13M Sell
2024
Q3
$2.75M Sell
2024
Q2
$4.16M Buy
2024
Q1
$5.2K Buy