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 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

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

First Heartland Consultants's IXC Position: Q2 2026 in Review

First Heartland Consultants increased its iShares Global Energy ETF (IXC) stake by 7.4% in Q2 2026, buying an estimated $32K and bringing the position to 8,593 shares worth $422K. The position accounts for 0.03% of the portfolio, ranked #361.

First Heartland Consultants first reported a position in IXC in Q1 2024 and has held it in 9 quarters since. The position peaked at $461K in Q1 2026. 333 funds tracked by Wall St. Rank hold IXC as of Q2 2026.

First Heartland Consultants held 8,593 shares of iShares Global Energy ETF worth $422K as of Q2 2026.
First Heartland Consultants bought 591 iShares Global Energy ETF shares in Q2 2026, an estimated $32K.
iShares Global Energy ETF made up 0.03% of First Heartland Consultants's portfolio in Q2 2026, its #361 holding.
First Heartland Consultants first reported a position in iShares Global Energy ETF in Q1 2024 and has held it in 9 quarters since.
First Heartland Consultants's iShares Global Energy ETF position peaked at $461K in Q1 2026.
333 funds tracked by Wall St. Rank held iShares Global Energy ETF as of Q2 2026.

Based on First Heartland Consultants's 13F filing for Q2 2026, filed 8 Jul 2026.