Founders Financial Securities’s iShares Global Energy ETF IXC Stock Holding History

Founders Financial Securities’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	$487K	Hold	9,913	–	–	0.03%	392
2026 Q1	$544K	Hold	9,913	–	–	0.03%	356
2025 Q4	$416K	Sell	9,913 -159	-2%	-$6.68K	0.02%	413
2025 Q3	$421K	Hold	10,072	–	–	0.03%	369
2025 Q2	$396K	Sell	10,072 -381	-4%	-$14.6K	0.03%	378
2025 Q1	$399K	Sell	10,453 -1,458	-12%	-$58.5K	0.03%	351
2024 Q4	$455K	Sell	11,911 -278	-2%	-$11.4K	0.04%	323
2024 Q3	$493K	Hold	12,189	–	–	0.05%	272
2024 Q2	$506K	Sell	12,189 -606	-5%	-$26K	0.05%	286
2024 Q1	$550K	Buy	12,795 +220	+2%	+$8.71K	0.06%	247
2023 Q4	$492K	Buy	12,575 +212	+2%	+$8.43K	0.05%	247
2023 Q3	$510K	Sell	12,363 -1,040	-8%	-$41.2K	0.07%	211
2023 Q2	$499K	Sell	13,403 -1,659	-11%	-$62.4K	0.07%	213
2023 Q1	$569K	Hold	15,062	–	–	0.08%	189
2022 Q4	$587K	Hold	15,062	–	–	0.09%	181
2022 Q3	$502K	Buy	+15,062	New	+$528K	0.09%	176

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

Founders Financial Securities's IXC Position: Q2 2026 in Review

Founders Financial Securities held its iShares Global Energy ETF (IXC) position steady in Q2 2026 at 9,913 shares worth $487K. The position accounts for 0.03% of the portfolio, ranked #392.

Founders Financial Securities first reported a position in IXC in Q3 2022 and has held it in 16 quarters since. The position peaked at $587K in Q4 2022. 333 funds tracked by Wall St. Rank hold IXC as of Q2 2026.

Founders Financial Securities held 9,913 shares of iShares Global Energy ETF worth $487K as of Q2 2026.
Founders Financial Securities left its iShares Global Energy ETF share count unchanged in Q2 2026.
iShares Global Energy ETF made up 0.03% of Founders Financial Securities's portfolio in Q2 2026, its #392 holding.
Founders Financial Securities first reported a position in iShares Global Energy ETF in Q3 2022 and has held it in 16 quarters since.
Founders Financial Securities's iShares Global Energy ETF position peaked at $587K in Q4 2022.
333 funds tracked by Wall St. Rank held iShares Global Energy ETF as of Q2 2026.

Based on Founders Financial Securities's 13F filing for Q2 2026, filed 31 Jul 2026.