Axxcess Wealth Management’s iShares Global Energy ETF IXC Stock Holding History

Axxcess Wealth Management’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	$839K	Buy	+17,086	New	+$924K	0.01%	571
2026 Q1	–	Sell	-17,086	Closed	-$716K	–	712
2025 Q4	$716K	Buy	17,086 +1,845	+12%	+$77.5K	0.01%	589
2025 Q3	$636K	Hold	15,241	–	–	0.01%	561
2025 Q2	$599K	Buy	15,241 +2,240	+17%	+$85.9K	0.01%	545
2025 Q1	$547K	Hold	13,001	–	–	0.01%	527
2024 Q4	$496K	Buy	13,001 +5,861	+82%	+$240K	0.01%	548
2024 Q3	$289K	Hold	7,140	–	–	0.01%	700
2024 Q2	$296K	Buy	7,140 +135	+2%	+$5.79K	0.01%	654
2024 Q1	$301K	Hold	7,005	–	–	0.01%	664
2023 Q4	$274K	Buy	7,005 +95	+1%	+$3.78K	0.01%	671
2023 Q3	$285K	Hold	6,910	–	–	0.01%	612
2023 Q2	$257K	Sell	6,910 -22,374	-76%	-$842K	0.02%	486
2023 Q1	$1.11M	Hold	29,284	–	–	0.08%	212
2022 Q4	$1.14M	Buy	29,284 +2,109	+8%	+$82.6K	0.09%	203
2022 Q3	$906K	Hold	27,175	–	–	0.09%	203
2022 Q2	$921K	Buy	27,175 +4,240	+18%	+$159K	0.08%	201
2022 Q1	$829K	Buy	22,935 +4,075	+22%	+$135K	0.06%	252
2021 Q4	$519K	Buy	+18,860	New	+$535K	0.04%	349

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

Axxcess Wealth Management's IXC Position: Q2 2026 in Review

Axxcess Wealth Management opened a new position in iShares Global Energy ETF (IXC) in Q2 2026: 17,086 shares worth $839K. The stake represents 0.01% of the portfolio and ranks #571 among its holdings. This is a return to the name: Axxcess Wealth Management previously reported a position in IXC as recently as Q4 2025.

Axxcess Wealth Management first reported a position in IXC in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.14M in Q4 2022. 333 funds tracked by Wall St. Rank hold IXC as of Q2 2026.

Axxcess Wealth Management held 17,086 shares of iShares Global Energy ETF worth $839K as of Q2 2026.
iShares Global Energy ETF was a new Axxcess Wealth Management position in Q2 2026.
iShares Global Energy ETF made up 0.01% of Axxcess Wealth Management's portfolio in Q2 2026, its #571 holding.
Axxcess Wealth Management first reported a position in iShares Global Energy ETF in Q4 2021 and has held it in 18 quarters since.
Axxcess Wealth Management's iShares Global Energy ETF position peaked at $1.14M in Q4 2022.
333 funds tracked by Wall St. Rank held iShares Global Energy ETF as of Q2 2026.

Based on Axxcess Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.