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Ancora Advisors’s iShares Global Energy ETF IXC Stock Holding History

Ancora Advisors’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 		$21.6K Sell
440
-114
-21% -$6.17K ﹤0.01% 1298
2026
Q1 		$31.9K Sell
554
-16
-3% -$797 ﹤0.01% 1333
2025
Q4 		$23.9K Buy
570
+45
+9% +$1.89K ﹤0.01% 1477
2025
Q3 		$21.9K Sell
525
-82
-14% -$3.34K ﹤0.01% 1213
2025
Q2 		$23.8K Sell
607
-121
-17% -$4.64K ﹤0.01% 1190
2025
Q1 		$30.6K Sell
728
-70
-9% -$2.81K ﹤0.01% 1114
2024
Q4 		$30.5K Sell
798
-163
-17% -$6.67K ﹤0.01% 1129
2024
Q3 		$38.9K Sell
961
-1,189
-55% -$48.8K ﹤0.01% 1046
2024
Q2 		$89.2K Sell
2,150
-19,282
-90% -$826K ﹤0.01% 818
2024
Q1 		$921K Buy
21,432
+16,917
+375% +$670K 0.02% 397
2023
Q4 		$177K Buy
4,515
+4,387
+3,427% +$174K ﹤0.01% 695
2023
Q3 		$5.28K Hold
128
– – ﹤0.01% 1385
2023
Q2 		$4.76K Hold
128
– – ﹤0.01% 1390
2023
Q1 		$4.83K Hold
128
– – ﹤0.01% 1409
2022
Q4 		$5K Hold
128
– – ﹤0.01% 1474
2022
Q3 		$4K Hold
128
– – ﹤0.01% 1685
2022
Q2 		$4K Buy
+128
New +$4.79K ﹤0.01% 1799
2017
Q1 		– Sell
-58
Closed -$2K – 852
2016
Q4 		$2K Buy
+58
New +$1.95K ﹤0.01% 1181

Other funds holding IXC

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Schroder Investment Management Group
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
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
Treasurer of the State of North Carolina Raleigh, North Carolina $38.8B AUM 40.77% 1-Year Est. Return

Ancora Advisors's IXC Position: Q2 2026 in Review

Ancora Advisors reduced its iShares Global Energy ETF (IXC) stake by 21% in Q2 2026, selling an estimated $6.17K and leaving 440 shares worth $21.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1298.

Ancora Advisors first reported a position in IXC in Q4 2016 and has held it in 18 quarters since. The position peaked at $921K in Q1 2024. 333 funds tracked by Wall St. Rank hold IXC as of Q2 2026.

  • Ancora Advisors held 440 shares of iShares Global Energy ETF worth $21.6K as of Q2 2026.
  • Ancora Advisors sold 114 iShares Global Energy ETF shares in Q2 2026, an estimated $6.17K.
  • iShares Global Energy ETF made up ﹤0.01% of Ancora Advisors's portfolio in Q2 2026, its #1298 holding.
  • Ancora Advisors first reported a position in iShares Global Energy ETF in Q4 2016 and has held it in 18 quarters since.
  • Ancora Advisors's iShares Global Energy ETF position peaked at $921K in Q1 2024.
  • 333 funds tracked by Wall St. Rank held iShares Global Energy ETF as of Q2 2026.

Based on Ancora Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.