B. Riley Wealth Advisors
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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
Q3 		$223K Buy
+3,920
New +$219K 0.01% 880
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

Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Evergreen Capital Management
Evergreen Capital Management Bellevue, Washington $5.65B AUM 21.62% 1-Year Est. Return
Verger Capital Management
Verger Capital Management Winston-Salem, North Carolina $363M AUM 13.28% 1-Year Est. Return
Versant Capital Management
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
MFA Wealth Advisors
MFA Wealth Advisors Pittsburgh, Pennsylvania $589M AUM 19.71% 1-Year Est. Return
Van Cleef Asset Management
Van Cleef Asset Management Beachwood, Ohio $1.01B AUM 13.78% 1-Year Est. Return
Financial Advisory Corporation
Financial Advisory Corporation Grand Rapids, Michigan $784M AUM 7.7% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Strategic Wealth Investment Group
Strategic Wealth Investment Group Louisville, Kentucky $806M AUM 8.31% 1-Year Est. Return
Sigma Planning Corp
Sigma Planning Corp Ann Arbor, Michigan $3.88B AUM 23.38% 1-Year Est. Return

B. Riley Wealth Advisors's IXC Position: Q3 2026 in Review

B. Riley Wealth Advisors opened a new position in iShares Global Energy ETF (IXC) in Q3 2026: 3,920 shares worth $223K. The stake represents 0.01% of the portfolio and ranks #880 among its holdings. This is a return to the name: B. Riley Wealth Advisors previously reported a position in IXC as recently as Q1 2026.

B. Riley Wealth Advisors first reported a position in IXC in Q2 2013 and has held it in 19 quarters since. The position peaked at $1.47M in Q4 2023. 181 funds tracked by Wall St. Rank hold IXC as of Q3 2026.

  • B. Riley Wealth Advisors held 3,920 shares of iShares Global Energy ETF worth $223K as of Q3 2026.
  • iShares Global Energy ETF was a new B. Riley Wealth Advisors position in Q3 2026.
  • iShares Global Energy ETF made up 0.01% of B. Riley Wealth Advisors's portfolio in Q3 2026, its #880 holding.
  • B. Riley Wealth Advisors first reported a position in iShares Global Energy ETF in Q2 2013 and has held it in 19 quarters since.
  • B. Riley Wealth Advisors's iShares Global Energy ETF position peaked at $1.47M in Q4 2023.
  • 181 funds tracked by Wall St. Rank held iShares Global Energy ETF as of Q3 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.