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 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

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

Fiduciary Planning's IXC Position: Q2 2026 in Review

Fiduciary Planning reduced its iShares Global Energy ETF (IXC) stake by 2.1% in Q2 2026, selling an estimated $14.5K and leaving 12,245 shares worth $602K. The position accounts for 0.16% of the portfolio, ranked #49.

Fiduciary Planning first reported a position in IXC in Q3 2023 and has held it in 12 quarters since. The position peaked at $4.85M in Q4 2023. 333 funds tracked by Wall St. Rank hold IXC as of Q2 2026.

Fiduciary Planning held 12,245 shares of iShares Global Energy ETF worth $602K as of Q2 2026.
Fiduciary Planning sold 269 iShares Global Energy ETF shares in Q2 2026, an estimated $14.5K.
iShares Global Energy ETF made up 0.16% of Fiduciary Planning's portfolio in Q2 2026, its #49 holding.
Fiduciary Planning first reported a position in iShares Global Energy ETF in Q3 2023 and has held it in 12 quarters since.
Fiduciary Planning's iShares Global Energy ETF position peaked at $4.85M in Q4 2023.
333 funds tracked by Wall St. Rank held iShares Global Energy ETF as of Q2 2026.

Based on Fiduciary Planning's 13F filing for Q2 2026, filed 31 Jul 2026.