Cypress Wealth Services’s iShares Global Energy ETF IXC Stock Holding History

Cypress Wealth Services’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 Q1	–	Sell	-6,528	Closed	-$249K	–	290
2024 Q4	$249K	Sell	6,528 -3,213	-33%	-$132K	0.05%	234
2024 Q3	$394K	Sell	9,741 -2,341	-19%	-$96K	0.08%	178
2024 Q2	$502K	Sell	12,082 -41,633	-78%	-$1.78M	0.11%	139
2024 Q1	$2.31M	Buy	53,715 +16,323	+44%	+$647K	0.54%	43
2023 Q4	$1.46M	Buy	+37,392	New	+$1.49M	0.36%	56

Other funds holding IXC

Fisher Asset Management Camas, Washington $336B AUM 34.66% 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

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

ECM

Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 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 $1.17B AUM 28.44% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Cypress Wealth Services's IXC Position: Q1 2025 in Review

Cypress Wealth Services sold out of iShares Global Energy ETF (IXC) in Q1 2025, closing a stake of 6,528 shares — an estimated $249K sold.

Cypress Wealth Services first reported a position in IXC in Q4 2023 and held it in 5 quarters. The position peaked at $2.31M in Q1 2024. 323 funds tracked by Wall St. Rank hold IXC as of Q1 2025.

Cypress Wealth Services reported no remaining iShares Global Energy ETF position as of Q1 2025 after selling out during the quarter.
Cypress Wealth Services sold 6,528 iShares Global Energy ETF shares in Q1 2025, an estimated $249K.
Cypress Wealth Services first reported a position in iShares Global Energy ETF in Q4 2023 and held it in 5 quarters.
Cypress Wealth Services's iShares Global Energy ETF position peaked at $2.31M in Q1 2024.
323 funds tracked by Wall St. Rank held iShares Global Energy ETF as of Q1 2025.

Based on Cypress Wealth Services's 13F filing for Q1 2025, filed 10 Apr 2025.