Arax Advisory Partners’s iShares Global Energy ETF IXC Stock Holding History

Arax Advisory Partners’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	$1.19M	Buy	24,256 +22,254	+1,112%	+$1.2M	0.01%	1120
2026 Q1	$115K	Sell	2,002 -2,710	-58%	-$135K	﹤0.01%	1319
2025 Q4	$198K	Buy	+4,712	New	+$198K	0.01%	1054
2025 Q3	–	Sell	-4,469	Closed	-$176K	–	3980
2025 Q2	$176K	Buy	4,469 +51	+1%	+$1.96K	0.01%	697
2025 Q1	$186K	Sell	4,418 -1,844	-29%	-$74K	0.01%	552
2024 Q4	$239K	Sell	6,262 -297	-5%	-$12.2K	0.02%	446
2024 Q3	$266K	Sell	6,559 -446	-6%	-$18.3K	0.02%	297
2024 Q2	$291K	Buy	7,005 +110	+2%	+$4.71K	0.03%	272
2024 Q1	$296K	Buy	6,895 +61	+0.9%	+$2.42K	0.03%	246
2023 Q4	$267K	Sell	6,834 -1,154	-14%	-$45.9K	0.03%	250
2023 Q3	$330K	Sell	7,988 -798	-9%	-$31.6K	0.04%	197
2023 Q2	$327K	Sell	8,786 -114	-1%	-$4.29K	0.04%	178
2023 Q1	$336K	Sell	8,900 -998	-10%	-$38.5K	0.04%	169
2022 Q4	$386K	Sell	9,898 -3,228	-25%	-$126K	0.05%	138
2022 Q3	$437K	Sell	13,126 -238,030	-95%	-$8.35M	0.07%	100
2022 Q2	$8.51M	Buy	251,156 +10,554	+4%	+$395K	1.29%	21
2022 Q1	$8.7M	Sell	240,602 -44,561	-16%	-$1.48M	1.16%	24
2021 Q4	$7.84M	Buy	285,163 +6,160	+2%	+$175K	0.99%	23
2021 Q3	$7.49M	Buy	279,003 +16,205	+6%	+$406K	1.02%	23
2021 Q2	$6.99M	Buy	+262,798	New	+$6.83M	0.95%	23
2020 Q4	$68K	Buy	3,357 +22	+0.7%	+$411	0.01%	359
2020 Q3	$55K	Hold	3,335	–	–	0.01%	364
2020 Q2	$65K	Buy	3,335 +14	+0.4%	+$273	0.01%	318
2020 Q1	$56K	Hold	3,321	–	–	0.01%	312
2019 Q4	$102K	Sell	3,321 -411	-11%	-$12.6K	0.03%	244
2019 Q3	$114K	Sell	3,732 -68	-2%	-$2.08K	0.03%	226
2019 Q2	$123K	Buy	+3,800	New	+$125K	0.04%	203
2018 Q4	$203K	Sell	6,926 -2,161	-24%	-$72.8K	0.08%	120
2018 Q3	$343K	Buy	+9,087	New	+$336K	0.14%	82

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

Arax Advisory Partners's IXC Position: Q2 2026 in Review

Arax Advisory Partners increased its iShares Global Energy ETF (IXC) stake by 1,112% in Q2 2026, buying an estimated $1.2M and bringing the position to 24,256 shares worth $1.19M. The position accounts for 0.01% of the portfolio, ranked #1120.

Arax Advisory Partners first reported a position in IXC in Q3 2018 and has held it in 29 quarters since. The position peaked at $8.7M in Q1 2022. 333 funds tracked by Wall St. Rank hold IXC as of Q2 2026.

Arax Advisory Partners held 24,256 shares of iShares Global Energy ETF worth $1.19M as of Q2 2026.
Arax Advisory Partners bought 22,254 iShares Global Energy ETF shares in Q2 2026, an estimated $1.2M.
iShares Global Energy ETF made up 0.01% of Arax Advisory Partners's portfolio in Q2 2026, its #1120 holding.
Arax Advisory Partners first reported a position in iShares Global Energy ETF in Q3 2018 and has held it in 29 quarters since.
Arax Advisory Partners's iShares Global Energy ETF position peaked at $8.7M in Q1 2022.
333 funds tracked by Wall St. Rank held iShares Global Energy ETF as of Q2 2026.

Based on Arax Advisory Partners's 13F filing for Q2 2026, filed 10 Aug 2026.