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Fiduciary Planning’s iShares Global Energy ETF IXC Stock Holding History

Fiduciary Planning’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 		$695K Sell
12,196
-49
-0.4% -$2.74K 0.18% 49
2026
Q2 		$602K Sell
12,245
-269
-2% -$14.5K 0.16% 49
2026
Q1 		$721K Sell
12,514
-5,392
-30% -$269K 0.22% 44
2025
Q4 		$751K Sell
17,906
-512
-3% -$21.5K 0.23% 44
2025
Q3 		$769K Buy
18,418
+610
+3% +$24.8K 0.24% 46
2025
Q2 		$700K Sell
17,808
-4,752
-21% -$182K 0.23% 45
2025
Q1 		$949K Sell
22,560
-30,372
-57% -$1.22M 0.31% 36
2024
Q4 		$2.02M Sell
52,932
-32,605
-38% -$1.33M 0.66% 29
2024
Q3 		$3.46M Buy
85,537
+4,232
+5% +$174K 1.18% 18
2024
Q2 		$3.37M Sell
81,305
-1,292
-2% -$55.4K 1.21% 20
2024
Q1 		$3.55M Sell
82,597
-41,354
-33% -$1.64M 1.34% 16
2023
Q4 		$4.85M Buy
123,951
+94,774
+325% +$3.77M 2.06% 12
2023
Q3 		$1.2M Buy
+29,177
New +$1.16M 0.57% 27

Other funds holding IXC

Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Evergreen Capital Management
Evergreen Capital Management Bellevue, Washington $5.65B AUM 21.62% 1-Year Est. Return
Verger Capital Management
Verger Capital Management Winston-Salem, North Carolina $363M AUM 13.28% 1-Year Est. Return
Versant Capital Management
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
MFA Wealth Advisors
MFA Wealth Advisors Pittsburgh, Pennsylvania $589M AUM 19.71% 1-Year Est. Return
Van Cleef Asset Management
Van Cleef Asset Management Beachwood, Ohio $1.01B AUM 13.78% 1-Year Est. Return
Financial Advisory Corporation
Financial Advisory Corporation Grand Rapids, Michigan $784M AUM 7.7% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Strategic Wealth Investment Group
Strategic Wealth Investment Group Louisville, Kentucky $806M AUM 8.31% 1-Year Est. Return
Sigma Planning Corp
Sigma Planning Corp Ann Arbor, Michigan $3.88B AUM 23.38% 1-Year Est. Return

Fiduciary Planning's IXC Position: Q3 2026 in Review

Fiduciary Planning reduced its iShares Global Energy ETF (IXC) stake by 0.4% in Q3 2026, selling an estimated $2.74K and leaving 12,196 shares worth $695K. The position accounts for 0.18% of the portfolio, ranked #49.

Fiduciary Planning first reported a position in IXC in Q3 2023 and has held it in 13 quarters since. The position peaked at $4.85M in Q4 2023. 157 funds tracked by Wall St. Rank hold IXC as of Q3 2026.

  • Fiduciary Planning held 12,196 shares of iShares Global Energy ETF worth $695K as of Q3 2026.
  • Fiduciary Planning sold 49 iShares Global Energy ETF shares in Q3 2026, an estimated $2.74K.
  • iShares Global Energy ETF made up 0.18% of Fiduciary Planning's portfolio in Q3 2026, its #49 holding.
  • Fiduciary Planning first reported a position in iShares Global Energy ETF in Q3 2023 and has held it in 13 quarters since.
  • Fiduciary Planning's iShares Global Energy ETF position peaked at $4.85M in Q4 2023.
  • 157 funds tracked by Wall St. Rank held iShares Global Energy ETF as of Q3 2026.

Based on Fiduciary Planning's 13F filing for Q3 2026, filed 14 Oct 2026.