Cornerstone Planning Group’s iShares Global Energy ETF IXC Stock Holding History

Cornerstone Planning 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	$440	Hold	8	–	–	﹤0.01%	1731
2026 Q1	$453	Hold	8	–	–	﹤0.01%	1673
2025 Q4	$374	Hold	8	–	–	﹤0.01%	1572
2025 Q3	$332	Sell	8 -13	-62%	-$529	﹤0.01%	1565
2025 Q2	$837	Hold	21	–	–	﹤0.01%	1163
2025 Q1	$783	Hold	21	–	–	﹤0.01%	1185
2024 Q4	$840	Hold	21	–	–	﹤0.01%	1000
2024 Q3	$847	Sell	21 -101	-83%	-$4.14K	﹤0.01%	970
2024 Q2	$4.8K	Sell	122 -305	-71%	-$13.1K	﹤0.01%	590
2024 Q1	$18.3K	Sell	427 -400	-48%	-$15.8K	0.01%	304
2023 Q4	$32.3K	Buy	+827	New	+$32.9K	0.01%	244
2023 Q3	–	Sell	-65	Closed	-$2.42K	–	1258
2023 Q2	$2.42K	Buy	+65	New	+$2.45K	﹤0.01%	1106
2022 Q4	$2.6K	Buy	+65	New	+$2.54K	﹤0.01%	1123

Other funds holding IXC

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

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 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 Raleigh, North Carolina $38.8B AUM 40.77% 1-Year Est. Return

Cornerstone Planning Group's IXC Position: Q2 2026 in Review

Cornerstone Planning Group held its iShares Global Energy ETF (IXC) position steady in Q2 2026 at 8 shares worth $440. The position accounts for ﹤0.01% of the portfolio, ranked #1731.

Cornerstone Planning Group first reported a position in IXC in Q4 2022 and has held it in 13 quarters since. The position peaked at $32.3K in Q4 2023. 333 funds tracked by Wall St. Rank hold IXC as of Q2 2026.

Cornerstone Planning Group held 8 shares of iShares Global Energy ETF worth $440 as of Q2 2026.
Cornerstone Planning Group left its iShares Global Energy ETF share count unchanged in Q2 2026.
iShares Global Energy ETF made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #1731 holding.
Cornerstone Planning Group first reported a position in iShares Global Energy ETF in Q4 2022 and has held it in 13 quarters since.
Cornerstone Planning Group's iShares Global Energy ETF position peaked at $32.3K in Q4 2023.
333 funds tracked by Wall St. Rank held iShares Global Energy ETF as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.