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WR Wealth Planners’s iShares Global Energy ETF IXC Stock Holding History

WR Wealth Planners’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
2024
Q4 		$10.9K Sell
286
-1,346
-82% -$55.1K ﹤0.01% 577
2024
Q3 		$66.1K Sell
1,632
-3,295
-67% -$135K 0.02% 299
2024
Q2 		$205K Buy
4,927
+156
+3% +$6.68K 0.06% 167
2024
Q1 		$205K Buy
+4,771
New +$189K 0.06% 168

Other funds holding IXC

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
DWM
Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
SWP
Sagespring Wealth Partners Franklin, Tennessee $5.49B AUM 19.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return

WR Wealth Planners's IXC Position: Q4 2024 in Review

WR Wealth Planners reduced its iShares Global Energy ETF (IXC) stake by 82% in Q4 2024, selling an estimated $55.1K and leaving 286 shares worth $10.9K. The position accounts for ﹤0.01% of the portfolio, ranked #577.

WR Wealth Planners first reported a position in IXC in Q1 2024 and has held it in 4 quarters since. The position peaked at $205K in Q1 2024. 376 funds tracked by Wall St. Rank hold IXC as of Q4 2024.

  • WR Wealth Planners held 286 shares of iShares Global Energy ETF worth $10.9K as of Q4 2024.
  • WR Wealth Planners sold 1,346 iShares Global Energy ETF shares in Q4 2024, an estimated $55.1K.
  • iShares Global Energy ETF made up ﹤0.01% of WR Wealth Planners's portfolio in Q4 2024, its #577 holding.
  • WR Wealth Planners first reported a position in iShares Global Energy ETF in Q1 2024 and has held it in 4 quarters since.
  • WR Wealth Planners's iShares Global Energy ETF position peaked at $205K in Q1 2024.
  • 376 funds tracked by Wall St. Rank held iShares Global Energy ETF as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.