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

Citizens 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 		$264K Buy
5,381
+24
+0.4% +$1.3K ﹤0.01% 885
2026
Q1 		$309K Buy
+5,357
New +$267K ﹤0.01% 683
2025
Q4 		– Sell
-9,239
Closed -$386K – 828
2025
Q3 		$386K Sell
9,239
-2,953
-24% -$120K 0.01% 587
2025
Q2 		$479K Buy
12,192
+16
+0.1% +$614 0.01% 482
2025
Q1 		$512K Buy
12,176
+8
+0.1% +$321 0.01% 413
2024
Q4 		$465K Sell
12,168
-288
-2% -$11.8K 0.01% 406
2024
Q3 		$504K Buy
12,456
+276
+2% +$11.3K 0.01% 383
2024
Q2 		$506K Buy
12,180
+4,019
+49% +$172K 0.01% 373
2024
Q1 		$351K Hold
8,161
– – 0.01% 316
2023
Q4 		$319K Sell
8,161
-1,300
-14% -$51.7K 0.01% 325
2023
Q3 		$390K Hold
9,461
– – 0.02% 266
2023
Q2 		$352K Buy
9,461
+295
+3% +$11.1K 0.01% 303
2023
Q1 		$346K Hold
9,166
– – 0.01% 341
2022
Q4 		$357K Buy
9,166
+253
+3% +$9.9K 0.01% 309
2022
Q3 		$297K Hold
8,913
– – 0.01% 328
2022
Q2 		$302K Buy
8,913
+178
+2% +$6.66K 0.01% 346
2022
Q1 		$316K Hold
8,735
– – 0.01% 353
2021
Q4 		$240K Buy
8,735
+212
+2% +$6.01K 0.01% 399
2021
Q3 		$229K Buy
+8,523
New +$214K 0.01% 409
2020
Q3 		– Sell
-5,588
Closed -$109K – 575
2020
Q2 		$109K Buy
5,588
+106
+2% +$2.07K 0.01% 347
2020
Q1 		$93K Sell
5,482
-1,424
-21% -$35.5K 0.01% 338
2019
Q4 		$213K Buy
6,906
+249
+4% +$7.63K 0.01% 253
2019
Q3 		$203K Buy
6,657
+352
+6% +$10.8K 0.01% 228
2019
Q2 		$205K Sell
6,305
-272
-4% -$8.95K 0.02% 227
2019
Q1 		$222K Buy
+6,577
New +$215K 0.02% 224

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

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

Citizens Financial Group increased its iShares Global Energy ETF (IXC) stake by 0.45% in Q2 2026, buying an estimated $1.3K and bringing the position to 5,381 shares worth $264K. The position accounts for ﹤0.01% of the portfolio, ranked #885.

Citizens Financial Group first reported a position in IXC in Q1 2019 and has held it in 25 quarters since. The position peaked at $512K in Q1 2025. 333 funds tracked by Wall St. Rank hold IXC as of Q2 2026.

  • Citizens Financial Group held 5,381 shares of iShares Global Energy ETF worth $264K as of Q2 2026.
  • Citizens Financial Group bought 24 iShares Global Energy ETF shares in Q2 2026, an estimated $1.3K.
  • iShares Global Energy ETF made up ﹤0.01% of Citizens Financial Group's portfolio in Q2 2026, its #885 holding.
  • Citizens Financial Group first reported a position in iShares Global Energy ETF in Q1 2019 and has held it in 25 quarters since.
  • Citizens Financial Group's iShares Global Energy ETF position peaked at $512K in Q1 2025.
  • 333 funds tracked by Wall St. Rank held iShares Global Energy ETF as of Q2 2026.

Based on Citizens Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.