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Fortitude Family Office’s iShares Global Energy ETF IXC Stock Holding History

Fortitude Family Office’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 		$48.5K Buy
988
+14
+1% +$757 0.01% 297
2026
Q1 		$56.1K Hold
974
– – 0.01% 221
2025
Q4 		$40.8K Buy
974
+20
+2% +$840 0.01% 270
2025
Q3 		$39.8K Buy
+954
New +$38.8K 0.01% 271

Other funds holding IXC

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Schroder Investment Management Group
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
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
Treasurer of the State of North Carolina Raleigh, North Carolina $38.8B AUM 40.77% 1-Year Est. Return

Fortitude Family Office's IXC Position: Q2 2026 in Review

Fortitude Family Office increased its iShares Global Energy ETF (IXC) stake by 1.4% in Q2 2026, buying an estimated $757 and bringing the position to 988 shares worth $48.5K. The position accounts for 0.01% of the portfolio, ranked #297.

Fortitude Family Office first reported a position in IXC in Q3 2025 and has held it in 4 quarters since. The position peaked at $56.1K in Q1 2026. 333 funds tracked by Wall St. Rank hold IXC as of Q2 2026.

  • Fortitude Family Office held 988 shares of iShares Global Energy ETF worth $48.5K as of Q2 2026.
  • Fortitude Family Office bought 14 iShares Global Energy ETF shares in Q2 2026, an estimated $757.
  • iShares Global Energy ETF made up 0.01% of Fortitude Family Office's portfolio in Q2 2026, its #297 holding.
  • Fortitude Family Office first reported a position in iShares Global Energy ETF in Q3 2025 and has held it in 4 quarters since.
  • Fortitude Family Office's iShares Global Energy ETF position peaked at $56.1K in Q1 2026.
  • 333 funds tracked by Wall St. Rank held iShares Global Energy ETF as of Q2 2026.

Based on Fortitude Family Office's 13F filing for Q2 2026, filed 20 Jul 2026.