Wealth Management Partners’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	$738K	Buy	12,807 +6,656	+108%	+$332K	0.21%	87
2025 Q4	$258K	Hold	6,151	–	–	0.07%	129
2025 Q3	$257K	Hold	6,151	–	–	0.08%	123
2025 Q2	$243K	Hold	6,151	–	–	0.09%	122
2025 Q1	$259K	Hold	6,151	–	–	0.12%	103
2024 Q4	$235K	Hold	6,151	–	–	0.1%	106
2024 Q3	$249K	Hold	6,151	–	–	0.12%	98
2024 Q2	$255K	Hold	6,151	–	–	0.12%	91
2024 Q1	$264K	Sell	6,151 -724	-11%	-$28.7K	0.13%	100
2023 Q4	$269K	Sell	6,875 -250	-4%	-$9.94K	0.15%	97
2023 Q3	$294K	Hold	7,125	–	–	0.18%	82
2023 Q2	$265K	Hold	7,125	–	–	0.17%	97
2023 Q1	$269K	Buy	7,125 +125	+2%	+$4.83K	0.19%	95
2022 Q4	$290K	Sell	7,000 -1,000	-13%	-$39.1K	0.24%	77
2022 Q3	$283K	Buy	8,000 +1,000	+14%	+$35.1K	0.25%	74
2022 Q2	$251K	Sell	7,000 -3,000	-30%	-$112K	0.22%	84
2022 Q1	$370K	Hold	10,000	–	–	0.26%	72
2021 Q4	$281K	Sell	10,000 -230	-2%	-$6.52K	0.19%	88
2021 Q3	$275K	Buy	10,230 +2,500	+32%	+$62.7K	0.2%	94
2021 Q2	$206K	Buy	+7,730	New	+$201K	0.14%	113