Advisornet Financial’s iShares Global Energy ETF IXC Stock Holding History

Advisornet Financial’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
2026 Q2	$2.46K	Sell	50 -101	-67%	-$5.46K	﹤0.01%	1898
2026 Q1	$8.7K	Hold	151	–	–	﹤0.01%	1582
2025 Q4	$6.33K	Sell	151 -11	-7%	-$462	﹤0.01%	1677
2025 Q3	$6.76K	Hold	162	–	–	﹤0.01%	1628
2025 Q2	$6.37K	Hold	162	–	–	﹤0.01%	1610
2025 Q1	$6.82K	Hold	162	–	–	﹤0.01%	1529
2024 Q4	$6.18K	Sell	162 -182	-53%	-$7.45K	﹤0.01%	1438
2024 Q3	$13.9K	Sell	344 -54	-14%	-$2.21K	﹤0.01%	1323
2024 Q2	$16.5K	Sell	398 -60,282	-99%	-$2.58M	﹤0.01%	1159
2024 Q1	$2.61M	Buy	60,680 +46,649	+332%	+$1.85M	0.25%	99
2023 Q4	$549K	Buy	+14,031	New	+$558K	0.05%	300
2019 Q1	–	Sell	-121	Closed	-$4K	–	1613
2018 Q4	$4K	Hold	121	–	–	﹤0.01%	1271
2018 Q3	$5K	Buy	+121	New	+$4.47K	﹤0.01%	1280

Other funds holding IXC

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

ECM

Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

VCM

Verger Capital Management Winston-Salem, North Carolina $341M AUM 19.49% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

Treasurer of the State of North Carolina Raleigh, North Carolina $38.8B AUM 40.77% 1-Year Est. Return

Advisornet Financial's IXC Position: Q2 2026 in Review

Advisornet Financial reduced its iShares Global Energy ETF (IXC) stake by 67% in Q2 2026, selling an estimated $5.46K and leaving 50 shares worth $2.46K. The position accounts for ﹤0.01% of the portfolio, ranked #1898.

Advisornet Financial first reported a position in IXC in Q3 2018 and has held it in 13 quarters since. The position peaked at $2.61M in Q1 2024. 333 funds tracked by Wall St. Rank hold IXC as of Q2 2026.

Advisornet Financial held 50 shares of iShares Global Energy ETF worth $2.46K as of Q2 2026.
Advisornet Financial sold 101 iShares Global Energy ETF shares in Q2 2026, an estimated $5.46K.
iShares Global Energy ETF made up ﹤0.01% of Advisornet Financial's portfolio in Q2 2026, its #1898 holding.
Advisornet Financial first reported a position in iShares Global Energy ETF in Q3 2018 and has held it in 13 quarters since.
Advisornet Financial's iShares Global Energy ETF position peaked at $2.61M in Q1 2024.
333 funds tracked by Wall St. Rank held iShares Global Energy ETF as of Q2 2026.

Based on Advisornet Financial's 13F filing for Q2 2026, filed 23 Jul 2026.