Atomi Financial Group’s iShares Global Energy ETF IXC Stock Holding History

Atomi Financial Group’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	$266K	Buy	5,421 +809	+18%	+$43.8K	0.01%	1089
2026 Q1	$266K	Buy	+4,612	New	+$230K	0.01%	1019
2025 Q3	–	Sell	-6,006	Closed	-$236K	–	1199
2025 Q2	$236K	Sell	6,006 -288	-5%	-$11K	0.01%	954
2025 Q1	$265K	Buy	6,294 +169	+3%	+$6.78K	0.01%	834
2024 Q4	$234K	Buy	+6,125	New	+$251K	0.01%	840

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

Atomi Financial Group's IXC Position: Q2 2026 in Review

Atomi Financial Group increased its iShares Global Energy ETF (IXC) stake by 18% in Q2 2026, buying an estimated $43.8K and bringing the position to 5,421 shares worth $266K. The position accounts for 0.01% of the portfolio, ranked #1089.

Atomi Financial Group first reported a position in IXC in Q4 2024 and has held it in 5 quarters since. 333 funds tracked by Wall St. Rank hold IXC as of Q2 2026.

Atomi Financial Group held 5,421 shares of iShares Global Energy ETF worth $266K as of Q2 2026.
Atomi Financial Group bought 809 iShares Global Energy ETF shares in Q2 2026, an estimated $43.8K.
iShares Global Energy ETF made up 0.01% of Atomi Financial Group's portfolio in Q2 2026, its #1089 holding.
Atomi Financial Group first reported a position in iShares Global Energy ETF in Q4 2024 and has held it in 5 quarters since.
333 funds tracked by Wall St. Rank held iShares Global Energy ETF as of Q2 2026.

Based on Atomi Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.