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Ayalon Insurance Company’s iShares Global Energy ETF IXC Stock Holding History

Ayalon Insurance Company’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
Q3 		$6.12M Hold
107,474
– – 0.51% 38
2026
Q2 		$5.28M Hold
107,474
– – 0.65% 31
2026
Q1 		$6.19M Hold
107,474
– – 1.26% 21
2025
Q4 		$4.51M Hold
107,474
– – 1.09% 24
2025
Q3 		$4.49M Hold
107,474
– – 1.13% 26
2025
Q2 		$4.22M Hold
107,474
– – 1.22% 25
2025
Q1 		$4.52M Hold
107,474
– – 1.46% 20
2024
Q4 		$4.1M Hold
107,474
– – 1.27% 26
2024
Q3 		$4.35M Sell
107,474
-248
-0.2% -$10.2K 1.36% 25
2024
Q2 		$4.47M Sell
107,722
-3,646
-3% -$156K 1.47% 21
2024
Q1 		$4.78M Buy
111,368
+2,658
+2% +$105K 1.59% 19
2023
Q4 		$4.25M Hold
108,710
– – 1.54% 20
2023
Q3 		$4.49M Hold
108,710
– – 1.89% 17
2023
Q2 		$4.05M Hold
108,710
– – 1.69% 18
2023
Q1 		$4.11M Sell
108,710
-20,060
-16% -$775K 1.77% 17
2022
Q4 		$5.02M Hold
128,770
– – 2.37% 12
2022
Q3 		$4.29M Hold
128,770
– – 2.02% 14
2022
Q2 		$4.36M Buy
128,770
+25,330
+24% +$948K 2.08% 16
2022
Q1 		$3.74M Buy
103,440
+230
+0.2% +$7.64K 1.27% 19
2021
Q4 		$2.84M Buy
103,210
+41,660
+68% +$1.18M 0.97% 28
2021
Q3 		$1.69M Sell
61,550
-24,310
-28% -$610K 0.61% 47
2021
Q2 		$2.32M Sell
85,860
-19,960
-19% -$518K 0.77% 39
2021
Q1 		$2.65M Buy
105,820
+1,900
+2% +$44.8K 1.04% 29
2020
Q4 		$2.11M Buy
+103,920
New +$1.94M 0.96% 30

Other funds holding IXC

VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
MWA
MFA Wealth Advisors Pittsburgh, Pennsylvania $589M AUM 19.71% 1-Year Est. Return
CA
Clune & Associates Chicago, Illinois $654M AUM 13.19% 1-Year Est. Return
CTA
Chesley Taft & Associates Chicago, Illinois $2.56B AUM 17.49% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
IFS
Ifrah Financial Services Little Rock, Arkansas $396M AUM 19.18% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Ayalon Insurance Company's IXC Position: Q3 2026 in Review

Ayalon Insurance Company held its iShares Global Energy ETF (IXC) position steady in Q3 2026 at 107,474 shares worth $6.12M. The position accounts for 0.51% of the portfolio, ranked #38.

Ayalon Insurance Company first reported a position in IXC in Q4 2020 and has held it in 24 quarters since. The position peaked at $6.19M in Q1 2026. 24 funds tracked by Wall St. Rank hold IXC as of Q3 2026.

  • Ayalon Insurance Company held 107,474 shares of iShares Global Energy ETF worth $6.12M as of Q3 2026.
  • Ayalon Insurance Company left its iShares Global Energy ETF share count unchanged in Q3 2026.
  • iShares Global Energy ETF made up 0.51% of Ayalon Insurance Company's portfolio in Q3 2026, its #38 holding.
  • Ayalon Insurance Company first reported a position in iShares Global Energy ETF in Q4 2020 and has held it in 24 quarters since.
  • Ayalon Insurance Company's iShares Global Energy ETF position peaked at $6.19M in Q1 2026.
  • 24 funds tracked by Wall St. Rank held iShares Global Energy ETF as of Q3 2026.

Based on Ayalon Insurance Company's 13F filing for Q3 2026, filed 8 Oct 2026.