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

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

MFA Wealth Advisors Pittsburgh, Pennsylvania $586M AUM 27.44% 1-Year Est. Return

Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return

Client 1st Advisory Group Dunedin, Florida $372M AUM 22.43% 1-Year Est. Return

Ayalon Insurance Company Ramat Gan, Israel $815M AUM 33.1% 1-Year Est. Return

Clune & Associates Chicago, Illinois $661M AUM 21.51% 1-Year Est. Return

Sentinel Trust Houston, Texas $1.13B AUM 24.31% 1-Year Est. Return

Snider Financial Group Bellevue, Washington $393M AUM 21.88% 1-Year Est. Return

Chesley Taft & Associates Chicago, Illinois $2.57B AUM 22.93% 1-Year Est. Return

Affiance Financial St. Louis Park, Minnesota $695M AUM 17.33% 1-Year Est. Return