Client 1st Advisory Group
IXC icon

Client 1st Advisory Group’s iShares Global Energy ETF IXC Stock Holding History

Client 1st Advisory 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
Q3 		$7.1M Buy
124,660
+10,361
+9% +$579K 1.82% 17
2026
Q2 		$5.62M Buy
114,299
+7,472
+7% +$404K 1.46% 19
2026
Q1 		$6.15M Buy
106,827
+18,302
+21% +$912K 1.87% 14
2025
Q4 		$3.71M Buy
88,525
+14,127
+19% +$593K 1.16% 21
2025
Q3 		$3.11M Buy
74,398
+15,715
+27% +$640K 1.03% 22
2025
Q2 		$2.31M Buy
58,683
+10,971
+23% +$421K 0.84% 24
2025
Q1 		$2.01M Buy
47,712
+17,315
+57% +$695K 0.78% 23
2024
Q4 		$1.16M Buy
30,397
+21,746
+251% +$890K 0.45% 34
2024
Q3 		$350K Buy
8,651
+2,308
+36% +$94.7K 0.14% 83
2024
Q2 		$263K Buy
+6,343
New +$272K 0.11% 95

Other funds holding IXC

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
Ayalon Insurance Company
Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return
Pinnacle Associates
Pinnacle Associates New York $8.92B AUM 43.91% 1-Year Est. Return
CA
Clune & Associates Chicago, Illinois $654M AUM 13.19% 1-Year Est. Return
ABLE Financial Group
ABLE Financial Group Scottsdale, Arizona $640M AUM 16% 1-Year Est. Return
Snider Financial Group
Snider Financial Group Bellevue, Washington $415M AUM 19.98% 1-Year Est. Return

Client 1st Advisory Group's IXC Position: Q3 2026 in Review

Client 1st Advisory Group increased its iShares Global Energy ETF (IXC) stake by 9.1% in Q3 2026, buying an estimated $579K and bringing the position to 124,660 shares worth $7.1M. The position accounts for 1.82% of the portfolio, ranked #17.

Client 1st Advisory Group first reported a position in IXC in Q2 2024 and has held it in 10 quarters since. 78 funds tracked by Wall St. Rank hold IXC as of Q3 2026.

  • Client 1st Advisory Group held 124,660 shares of iShares Global Energy ETF worth $7.1M as of Q3 2026.
  • Client 1st Advisory Group bought 10,361 iShares Global Energy ETF shares in Q3 2026, an estimated $579K.
  • iShares Global Energy ETF made up 1.82% of Client 1st Advisory Group's portfolio in Q3 2026, its #17 holding.
  • Client 1st Advisory Group first reported a position in iShares Global Energy ETF in Q2 2024 and has held it in 10 quarters since.
  • 78 funds tracked by Wall St. Rank held iShares Global Energy ETF as of Q3 2026.

Based on Client 1st Advisory Group's 13F filing for Q3 2026, filed 19 Oct 2026.