Advisory Services Network’s iShares Global Energy ETF IXC Stock Holding History

Advisory Services Network’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 Q1	$26.7K	Buy	+463	New	+$23.1K	﹤0.01%	3015
2025 Q4	–	Sell	-902	Closed	-$37.7K	–	3087
2025 Q3	$37.7K	Buy	+902	New	+$36.7K	﹤0.01%	2608
2024 Q4	–	Sell	-122,425	Closed	-$5.08M	–	1655
2024 Q3	$5.08M	Hold	122,425	–	–	0.11%	202
2024 Q2	$5.08M	Sell	122,425 -30,841	-20%	-$1.32M	0.11%	202
2024 Q1	$6.58M	Buy	153,266 +18,655	+14%	+$739K	0.15%	160
2023 Q4	$5.26M	Buy	134,611 +26,335	+24%	+$1.05M	0.13%	178
2023 Q3	$4.47M	Buy	108,276 +27	+0%	+$1.07K	0.12%	194
2023 Q2	$4.03M	Buy	108,249 +1,968	+2%	+$74.1K	0.11%	223
2023 Q1	$4.01M	Buy	106,281 +7,063	+7%	+$273K	0.11%	224
2022 Q4	$3.87M	Buy	99,218 +15,670	+19%	+$613K	0.12%	207
2022 Q3	$2.79M	Buy	83,548 +758	+0.9%	+$26.6K	0.1%	248
2022 Q2	$2.81M	Sell	82,790 -19,519	-19%	-$731K	0.1%	248
2022 Q1	$3.7M	Buy	102,309 +12,697	+14%	+$422K	0.11%	221
2021 Q4	$2.46M	Buy	89,612 +19,031	+27%	+$540K	0.07%	333
2021 Q3	$1.9M	Sell	70,581 -6,105	-8%	-$153K	0.06%	400
2021 Q2	$2.04M	Buy	76,686 +2,887	+4%	+$75K	0.06%	383
2021 Q1	$1.82M	Buy	73,799 +17,160	+30%	+$405K	0.07%	375
2020 Q4	$1.15M	Buy	56,639 +44,866	+381%	+$838K	0.05%	451
2020 Q3	$193K	Sell	11,773 -964	-8%	-$18.2K	0.01%	982
2020 Q2	$249K	Sell	12,737 -7,273	-36%	-$142K	0.01%	866
2020 Q1	$338K	Sell	20,010 -5,913	-23%	-$148K	0.02%	636
2019 Q4	$799K	Buy	25,923 +1,933	+8%	+$59.3K	0.04%	483
2019 Q3	$779K	Hold	23,990	–	–	0.05%	448
2019 Q2	$779K	Buy	23,990 +12,615	+111%	+$415K	0.05%	447
2019 Q1	$383K	Buy	11,375 +5,668	+99%	+$185K	0.03%	585
2018 Q4	$168K	Buy	5,707 +5,350	+1,499%	+$180K	0.01%	748
2018 Q3	$13K	Sell	357 -70	-16%	-$2.59K	﹤0.01%	1726
2018 Q2	$16K	Hold	427	–	–	﹤0.01%	1625
2018 Q1	$15K	Hold	427	–	–	﹤0.01%	1738
2017 Q4	$15K	Buy	427 +90	+27%	+$3.09K	﹤0.01%	1704
2017 Q3	$11K	Hold	337	–	–	﹤0.01%	1576
2017 Q2	$10K	Hold	337	–	–	﹤0.01%	1554
2017 Q1	$11K	Buy	+337	New	+$11.4K	﹤0.01%	1430
2016 Q3	$11K	Sell	337 -1,031	-75%	-$33.1K	﹤0.01%	1279
2016 Q2	$44K	Sell	1,368 -930	-40%	-$29.1K	0.01%	819
2016 Q1	$68K	Sell	2,298 -87	-4%	-$2.38K	0.02%	588
2015 Q4	$67K	Buy	2,385 +2,260	+1,808%	+$69.5K	0.02%	520
2015 Q3	$4K	Hold	125	–	–	﹤0.01%	1180
2015 Q2	$4K	Hold	125	–	–	﹤0.01%	1135
2015 Q1	$5K	Hold	125	–	–	﹤0.01%	999
2014 Q4	$4K	Buy	+125	New	+$4.97K	﹤0.01%	961

Other funds holding IXC

HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

ECM

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

VCM

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

VCM

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

Advisory Services Network's IXC Position: Q1 2026 in Review

Advisory Services Network opened a new position in iShares Global Energy ETF (IXC) in Q1 2026: 463 shares worth $26.7K. The stake represents ﹤0.01% of the portfolio and ranks #3015 among its holdings. This is a return to the name: Advisory Services Network previously reported a position in IXC as recently as Q3 2025.

Advisory Services Network first reported a position in IXC in Q4 2014 and has held it in 41 quarters since. The position peaked at $6.58M in Q1 2024. 342 funds tracked by Wall St. Rank hold IXC as of Q1 2026.

Advisory Services Network held 463 shares of iShares Global Energy ETF worth $26.7K as of Q1 2026.
iShares Global Energy ETF was a new Advisory Services Network position in Q1 2026.
iShares Global Energy ETF made up ﹤0.01% of Advisory Services Network's portfolio in Q1 2026, its #3015 holding.
Advisory Services Network first reported a position in iShares Global Energy ETF in Q4 2014 and has held it in 41 quarters since.
Advisory Services Network's iShares Global Energy ETF position peaked at $6.58M in Q1 2024.
342 funds tracked by Wall St. Rank held iShares Global Energy ETF as of Q1 2026.

Based on Advisory Services Network's 13F filing for Q1 2026, filed 15 May 2026.