FHC
IXC icon

First Heartland Consultants’s iShares Global Energy ETF IXC Stock Holding History

First Heartland Consultants’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 		$505K Buy
8,869
+276
+3% +$15.4K 0.03% 332
2026
Q2 		$422K Buy
8,593
+591
+7% +$32K 0.03% 361
2026
Q1 		$461K Buy
8,002
+36
+0.5% +$1.79K 0.04% 301
2025
Q4 		$334K Sell
7,966
-439
-5% -$18.4K 0.03% 391
2025
Q3 		$351K Buy
8,405
+631
+8% +$25.7K 0.03% 370
2025
Q2 		$305K Buy
7,774
+843
+12% +$32.3K 0.03% 382
2025
Q1 		$292K Buy
6,931
+728
+12% +$29.2K 0.03% 352
2024
Q4 		$237K Buy
6,203
+1,189
+24% +$48.7K 0.02% 396
2024
Q3 		$203K Buy
+5,014
New +$206K 0.02% 440
2024
Q2 		– Sell
-5,964
Closed -$256K – 453
2024
Q1 		$256K Buy
+5,964
New +$236K 0.03% 359

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
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
DI
Decision Investments San Diego, California $110M AUM 52.83% 1-Year Est. Return

First Heartland Consultants's IXC Position: Q3 2026 in Review

First Heartland Consultants increased its iShares Global Energy ETF (IXC) stake by 3.2% in Q3 2026, buying an estimated $15.4K and bringing the position to 8,869 shares worth $505K. The position accounts for 0.03% of the portfolio, ranked #332.

First Heartland Consultants first reported a position in IXC in Q1 2024 and has held it in 10 quarters since. 17 funds tracked by Wall St. Rank hold IXC as of Q3 2026.

  • First Heartland Consultants held 8,869 shares of iShares Global Energy ETF worth $505K as of Q3 2026.
  • First Heartland Consultants bought 276 iShares Global Energy ETF shares in Q3 2026, an estimated $15.4K.
  • iShares Global Energy ETF made up 0.03% of First Heartland Consultants's portfolio in Q3 2026, its #332 holding.
  • First Heartland Consultants first reported a position in iShares Global Energy ETF in Q1 2024 and has held it in 10 quarters since.
  • 17 funds tracked by Wall St. Rank held iShares Global Energy ETF as of Q3 2026.

Based on First Heartland Consultants's 13F filing for Q3 2026, filed 8 Oct 2026.