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Gladstone Institutional Advisory’s iShares Global Energy ETF IXC Stock Holding History

Gladstone Institutional Advisory’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
Q1 		– Sell
-48,538
Closed -$2.04M – 864
2025
Q4 		$2.04M Buy
48,538
+6,075
+14% +$255K 0.08% 251
2025
Q3 		$1.77M Buy
42,463
+5,981
+16% +$244K 0.07% 264
2025
Q2 		$1.43M Sell
36,482
-1,347
-4% -$51.7K 0.06% 289
2025
Q1 		$1.59M Sell
37,829
-1,259
-3% -$50.5K 0.07% 256
2024
Q4 		$1.49M Sell
39,088
-2,444
-6% -$100K 0.07% 272
2024
Q3 		$1.68M Buy
41,532
+5,823
+16% +$239K 0.08% 247
2024
Q2 		$1.48M Sell
35,709
-2,927
-8% -$125K 0.08% 260
2024
Q1 		$1.66M Buy
38,636
+11,812
+44% +$468K 0.09% 233
2023
Q4 		$1.05M Buy
26,824
+9,550
+55% +$380K 0.06% 279
2023
Q3 		$713K Sell
17,274
-3,459
-17% -$137K 0.05% 328
2023
Q2 		$772K Sell
20,733
-4,352
-17% -$164K 0.05% 322
2023
Q1 		$947K Buy
25,085
+2,388
+11% +$92.2K 0.06% 297
2022
Q4 		$885K Buy
22,697
+12,688
+127% +$497K 0.06% 299
2022
Q3 		$334K Buy
10,009
+3,285
+49% +$115K 0.03% 469
2022
Q2 		$228K Buy
6,724
+11
+0.2% +$412 0.02% 576
2022
Q1 		$243K Sell
6,713
-2,777
-29% -$92.3K 0.02% 612
2021
Q4 		$261K Buy
+9,490
New +$269K 0.02% 508

Other funds holding IXC

HSBC Holdings
HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 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
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 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

Gladstone Institutional Advisory's IXC Position: Q1 2026 in Review

Gladstone Institutional Advisory sold out of iShares Global Energy ETF (IXC) in Q1 2026, closing a stake of 48,538 shares — an estimated $2.04M sold.

Gladstone Institutional Advisory first reported a position in IXC in Q4 2021 and held it in 17 quarters. The position peaked at $2.04M in Q4 2025. 344 funds tracked by Wall St. Rank hold IXC as of Q1 2026.

  • Gladstone Institutional Advisory reported no remaining iShares Global Energy ETF position as of Q1 2026 after selling out during the quarter.
  • Gladstone Institutional Advisory sold 48,538 iShares Global Energy ETF shares in Q1 2026, an estimated $2.04M.
  • Gladstone Institutional Advisory first reported a position in iShares Global Energy ETF in Q4 2021 and held it in 17 quarters.
  • Gladstone Institutional Advisory's iShares Global Energy ETF position peaked at $2.04M in Q4 2025.
  • 344 funds tracked by Wall St. Rank held iShares Global Energy ETF as of Q1 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q1 2026, filed 14 May 2026.