Climber Capital’s iShares Global Energy ETF IXC Stock Holding History

Climber Capital’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	$1.18M	Buy	21,811 +262	+1%	+$14.7K	0.72%	33
2026 Q2	$1.06M	Sell	21,549 -2,699	-11%	-$146K	0.65%	32
2026 Q1	$1.4M	Buy	24,248 +2,750	+13%	+$137K	0.91%	31
2025 Q4	$910K	Buy	+21,498	New	+$903K	0.59%	32
2025 Q2	$838K	Buy	21,498 +1,870	+10%	+$71.7K	0.54%	34
2025 Q1	$626K	Buy	19,628 +830	+4%	+$33.3K	0.49%	35
2024 Q4	$718K	Buy	+18,798	New	+$769K	0.59%	30

Other funds holding IXC

Evergreen Capital Management Bellevue, Washington $5.65B AUM 21.62% 1-Year Est. Return

Verger Capital Management Winston-Salem, North Carolina $363M AUM 13.28% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

MFA Wealth Advisors Pittsburgh, Pennsylvania $589M AUM 19.71% 1-Year Est. Return

Van Cleef Asset Management Beachwood, Ohio $1.01B AUM 13.78% 1-Year Est. Return

Financial Advisory Corporation Grand Rapids, Michigan $784M AUM 7.7% 1-Year Est. Return

Strategic Wealth Investment Group Louisville, Kentucky $806M AUM 8.31% 1-Year Est. Return

Sigma Planning Corp Ann Arbor, Michigan $3.88B AUM 23.38% 1-Year Est. Return

Client 1st Advisory Group Dunedin, Florida $391M AUM 16.25% 1-Year Est. Return

Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return

Climber Capital's IXC Position: Q3 2026 in Review

Climber Capital increased its iShares Global Energy ETF (IXC) stake by 1.2% in Q3 2026, buying an estimated $14.7K and bringing the position to 21,811 shares worth $1.18M. The position accounts for 0.72% of the portfolio, ranked #33.

Climber Capital first reported a position in IXC in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.4M in Q1 2026. 131 funds tracked by Wall St. Rank hold IXC as of Q3 2026.

Climber Capital held 21,811 shares of iShares Global Energy ETF worth $1.18M as of Q3 2026.
Climber Capital bought 262 iShares Global Energy ETF shares in Q3 2026, an estimated $14.7K.
iShares Global Energy ETF made up 0.72% of Climber Capital's portfolio in Q3 2026, its #33 holding.
Climber Capital first reported a position in iShares Global Energy ETF in Q4 2024 and has held it in 7 quarters since.
Climber Capital's iShares Global Energy ETF position peaked at $1.4M in Q1 2026.
131 funds tracked by Wall St. Rank held iShares Global Energy ETF as of Q3 2026.

Based on Climber Capital's 13F filing for Q3 2026, filed 20 Oct 2026.