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Congress Wealth Management’s iShares Global Energy ETF IXC Stock Holding History

Congress Wealth Management’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
2025
Q2 		$1.49M Buy
38,000
+419
+1% +$16.1K 0.01% 611
2025
Q1 		$1.57M Buy
+37,581
New +$1.51M 0.02% 544

Other funds holding IXC

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $4.62B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
VCM
Verger Capital Management Winston-Salem, North Carolina $339M AUM 19.43% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

Congress Wealth Management's IXC Position: Q2 2025 in Review

Congress Wealth Management increased its iShares Global Energy ETF (IXC) stake by 1.1% in Q2 2025, buying an estimated $16.1K and bringing the position to 38,000 shares worth $1.49M. The position accounts for 0.01% of the portfolio, ranked #611.

Congress Wealth Management first reported a position in IXC in Q1 2025 and has held it in 2 quarters since. The position peaked at $1.57M in Q1 2025. 290 funds tracked by Wall St. Rank hold IXC as of Q2 2025.

  • Congress Wealth Management held 38,000 shares of iShares Global Energy ETF worth $1.49M as of Q2 2025.
  • Congress Wealth Management bought 419 iShares Global Energy ETF shares in Q2 2025, an estimated $16.1K.
  • iShares Global Energy ETF made up 0.01% of Congress Wealth Management's portfolio in Q2 2025, its #611 holding.
  • Congress Wealth Management first reported a position in iShares Global Energy ETF in Q1 2025 and has held it in 2 quarters since.
  • Congress Wealth Management's iShares Global Energy ETF position peaked at $1.57M in Q1 2025.
  • 290 funds tracked by Wall St. Rank held iShares Global Energy ETF as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.