Guardian Wealth Advisors (North Carolina)’s iShares Global Energy ETF IXC Stock Holding History

Guardian Wealth Advisors (North Carolina)’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	$791K	Hold	16,102	–	–	0.04%	180
2026 Q1	$928K	Hold	16,102	–	–	0.06%	160
2025 Q4	$675K	Hold	16,102	–	–	0.04%	187
2025 Q3	$672K	Hold	16,102	–	–	0.04%	179
2025 Q2	$633K	Hold	16,102	–	–	0.04%	174
2025 Q1	$677K	Sell	16,102 -435	-3%	-$17.5K	0.05%	159
2024 Q4	$631K	Buy	16,537 +1,437	+10%	+$58.8K	0.05%	168
2024 Q3	$611K	Hold	15,100	–	–	0.06%	142
2024 Q2	$627K	Hold	15,100	–	–	0.07%	133
2024 Q1	$649K	Hold	15,100	–	–	0.08%	131
2023 Q4	$591K	Hold	15,100	–	–	0.09%	118
2023 Q3	$623K	Hold	15,100	–	–	0.11%	104
2023 Q2	$562K	Hold	15,100	–	–	0.1%	109
2023 Q1	$570K	Hold	15,100	–	–	0.1%	105
2022 Q4	$589K	Hold	15,100	–	–	0.11%	98
2022 Q3	$503K	Hold	15,100	–	–	0.09%	101
2022 Q2	$512K	Buy	+15,100	New	+$565K	0.09%	104

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

Guardian Wealth Advisors (North Carolina)'s IXC Position: Q2 2026 in Review

Guardian Wealth Advisors (North Carolina) held its iShares Global Energy ETF (IXC) position steady in Q2 2026 at 16,102 shares worth $791K. The position accounts for 0.04% of the portfolio, ranked #180.

Guardian Wealth Advisors (North Carolina) first reported a position in IXC in Q2 2022 and has held it in 17 quarters since. The position peaked at $928K in Q1 2026. 333 funds tracked by Wall St. Rank hold IXC as of Q2 2026.

Guardian Wealth Advisors (North Carolina) held 16,102 shares of iShares Global Energy ETF worth $791K as of Q2 2026.
Guardian Wealth Advisors (North Carolina) left its iShares Global Energy ETF share count unchanged in Q2 2026.
iShares Global Energy ETF made up 0.04% of Guardian Wealth Advisors (North Carolina)'s portfolio in Q2 2026, its #180 holding.
Guardian Wealth Advisors (North Carolina) first reported a position in iShares Global Energy ETF in Q2 2022 and has held it in 17 quarters since.
Guardian Wealth Advisors (North Carolina)'s iShares Global Energy ETF position peaked at $928K in Q1 2026.
333 funds tracked by Wall St. Rank held iShares Global Energy ETF as of Q2 2026.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q2 2026, filed 14 Aug 2026.