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B. Riley Wealth Advisors’s iShares Global Energy ETF IXC Stock Holding History

B. Riley Wealth 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 		– Sell
-3,948
Closed -$229K – 976
2026
Q1 		$229K Buy
+3,948
New +$197K 0.01% 672
2025
Q2 		– Sell
-5,586
Closed -$235K – 1223
2025
Q1 		$235K Buy
5,586
+100
+2% +$4.01K 0.01% 1087
2024
Q4 		$209K Sell
5,486
-598
-10% -$24.5K 0.01% 1025
2024
Q3 		$252K Sell
6,084
-1,817
-23% -$74.5K 0.01% 1041
2024
Q2 		$328K Buy
7,901
+2,785
+54% +$119K 0.01% 988
2024
Q1 		$211K Sell
5,116
-32,561
-86% -$1.29M 0.01% 1244
2023
Q4 		$1.47M Buy
37,677
+32,561
+636% +$1.29M 0.04% 432
2023
Q3 		$211K Buy
+5,116
New +$203K 0.01% 1244
2023
Q2 		– Sell
-5,335
Closed -$201K – 1595
2023
Q1 		$201K Buy
+5,335
New +$206K 0.01% 1299
2019
Q4 		– Sell
-10,591
Closed -$324K – 878
2019
Q3 		$324K Sell
10,591
-4,231
-29% -$130K 0.03% 563
2019
Q2 		$482K Buy
14,822
+8,780
+145% +$289K 0.05% 390
2019
Q1 		$204K Buy
+6,042
New +$198K 0.03% 650
2015
Q1 		– Sell
-4,465
Closed -$166K – 1281
2014
Q4 		$166K Buy
+4,465
New +$177K ﹤0.01% 1471
2014
Q3 		– Sell
-9,058
Closed -$224K – 1279
2014
Q2 		$224K Buy
9,058
+4,623
+104% +$215K 0.05% 411
2014
Q1 		$194K Hold
4,435
– – 0.06% 396
2013
Q4 		$192K Sell
4,435
-200
-4% -$8.47K 0.06% 358
2013
Q3 		$190K Hold
4,635
– – 0.07% 350
2013
Q2 		$177K Buy
+4,635
New +$184K 0.06% 378

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

B. Riley Wealth Advisors's IXC Position: Q2 2026 in Review

B. Riley Wealth Advisors sold out of iShares Global Energy ETF (IXC) in Q2 2026, closing a stake of 3,948 shares — an estimated $229K sold.

B. Riley Wealth Advisors first reported a position in IXC in Q2 2013 and held it in 18 quarters. The position peaked at $1.47M in Q4 2023. 335 funds tracked by Wall St. Rank hold IXC as of Q2 2026.

  • B. Riley Wealth Advisors reported no remaining iShares Global Energy ETF position as of Q2 2026 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 3,948 iShares Global Energy ETF shares in Q2 2026, an estimated $229K.
  • B. Riley Wealth Advisors first reported a position in iShares Global Energy ETF in Q2 2013 and held it in 18 quarters.
  • B. Riley Wealth Advisors's iShares Global Energy ETF position peaked at $1.47M in Q4 2023.
  • 335 funds tracked by Wall St. Rank held iShares Global Energy ETF as of Q2 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.