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Decision Investments’s iShares Global Energy ETF IXC Stock Holding History

Decision Investments’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 		$209K Buy
+3,674
New +$205K 0.19% 106
2026
Q2 		– Sell
-3,644
Closed -$210K – 155
2026
Q1 		$210K Buy
+3,644
New +$182K 0.24% 91

Other funds holding IXC

VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
MWA
MFA Wealth Advisors Pittsburgh, Pennsylvania $589M AUM 19.71% 1-Year Est. Return
AIC
Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return
CA
Clune & Associates Chicago, Illinois $654M AUM 13.19% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
MBT
Montecito Bank & Trust Santa Barbara, California $660M AUM 18.73% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

Decision Investments's IXC Position: Q3 2026 in Review

Decision Investments opened a new position in iShares Global Energy ETF (IXC) in Q3 2026: 3,674 shares worth $209K. The stake represents 0.19% of the portfolio and ranks #106 among its holdings. This is a return to the name: Decision Investments previously reported a position in IXC as recently as Q1 2026.

Decision Investments first reported a position in IXC in Q1 2026 and has held it in 2 quarters since. The position peaked at $210K in Q1 2026. 16 funds tracked by Wall St. Rank hold IXC as of Q3 2026.

  • Decision Investments held 3,674 shares of iShares Global Energy ETF worth $209K as of Q3 2026.
  • iShares Global Energy ETF was a new Decision Investments position in Q3 2026.
  • iShares Global Energy ETF made up 0.19% of Decision Investments's portfolio in Q3 2026, its #106 holding.
  • Decision Investments first reported a position in iShares Global Energy ETF in Q1 2026 and has held it in 2 quarters since.
  • Decision Investments's iShares Global Energy ETF position peaked at $210K in Q1 2026.
  • 16 funds tracked by Wall St. Rank held iShares Global Energy ETF as of Q3 2026.

Based on Decision Investments's 13F filing for Q3 2026, filed 7 Oct 2026.