IFG Advisory’s iShares Global Energy ETF IXC Stock Holding History

IFG 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 Q2	$381K	Buy	+7,750	New	+$419K	0.01%	677
2026 Q1	–	Sell	-8,206	Closed	-$344K	–	630
2025 Q4	$344K	Sell	8,206 -175	-2%	-$7.35K	0.02%	603
2025 Q3	$350K	Hold	8,381	–	–	0.02%	591
2025 Q2	$329K	Sell	8,381 -461	-5%	-$17.7K	0.02%	581
2025 Q1	$372K	Buy	8,842 +249	+3%	+$9.99K	0.02%	503
2024 Q4	$328K	Buy	+8,593	New	+$352K	0.02%	518
2024 Q3	–	Sell	-9,478	Closed	-$393K	–	512
2024 Q2	$393K	Sell	9,478 -6,149	-39%	-$264K	0.03%	446
2024 Q1	$671K	Buy	15,627 +3,428	+28%	+$136K	0.05%	286
2023 Q4	$477K	Buy	12,199 +4,942	+68%	+$196K	0.03%	373
2023 Q3	$299K	Buy	+7,257	New	+$288K	0.03%	437
2023 Q2	–	Sell	-8,380	Closed	-$316K	–	415
2023 Q1	$316K	Sell	8,380 -2,320	-22%	-$89.6K	0.03%	397
2022 Q4	$417K	Sell	10,700 -432	-4%	-$16.9K	0.04%	345
2022 Q3	$371K	Hold	11,132	–	–	0.03%	369
2022 Q2	$377K	Sell	11,132 -4,548	-29%	-$170K	0.04%	336
2022 Q1	$566K	Sell	15,680 -5,450	-26%	-$181K	0.06%	285
2021 Q4	$581K	Sell	21,130 -805	-4%	-$22.8K	0.06%	273
2021 Q3	$588K	Buy	21,935 +100	+0.5%	+$2.51K	0.06%	262
2021 Q2	$580K	Sell	21,835 -400	-2%	-$10.4K	0.06%	266
2021 Q1	$548K	Buy	22,235 +1,500	+7%	+$35.4K	0.07%	278
2020 Q4	$421K	Buy	20,735 +840	+4%	+$15.7K	0.06%	288
2020 Q3	$326K	Buy	19,895 +4,950	+33%	+$93.5K	0.05%	307
2020 Q2	$292K	Buy	14,945 +3,040	+26%	+$59.3K	0.05%	314
2020 Q1	$201K	Buy	+11,905	New	+$297K	0.04%	342

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

IFG Advisory's IXC Position: Q2 2026 in Review

IFG Advisory opened a new position in iShares Global Energy ETF (IXC) in Q2 2026: 7,750 shares worth $381K. The stake represents 0.01% of the portfolio and ranks #677 among its holdings. This is a return to the name: IFG Advisory previously reported a position in IXC as recently as Q4 2025.

IFG Advisory first reported a position in IXC in Q1 2020 and has held it in 23 quarters since. The position peaked at $671K in Q1 2024. 333 funds tracked by Wall St. Rank hold IXC as of Q2 2026.

IFG Advisory held 7,750 shares of iShares Global Energy ETF worth $381K as of Q2 2026.
iShares Global Energy ETF was a new IFG Advisory position in Q2 2026.
iShares Global Energy ETF made up 0.01% of IFG Advisory's portfolio in Q2 2026, its #677 holding.
IFG Advisory first reported a position in iShares Global Energy ETF in Q1 2020 and has held it in 23 quarters since.
IFG Advisory's iShares Global Energy ETF position peaked at $671K in Q1 2024.
333 funds tracked by Wall St. Rank held iShares Global Energy ETF as of Q2 2026.

Based on IFG Advisory's 13F filing for Q2 2026, filed 14 Aug 2026.