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Independent Financial Group’s iShares Global Energy ETF IXC Stock Holding History

Independent Financial Group’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
2023
Q2 		– Sell
-14,592
Closed -$551K – 900
2023
Q1 		$551K Buy
14,592
+404
+3% +$15.6K 0.04% 429
2022
Q4 		$553K Buy
14,188
+5,085
+56% +$199K 0.05% 390
2022
Q3 		$303K Buy
+9,103
New +$319K 0.03% 539

Other funds holding IXC

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
GW
GW & Wade Wellesley, Massachusetts $3.08B AUM 18.99% 1-Year Est. Return
CW
Connectus Wealth Cincinnati, Ohio $3.66B AUM 26.47% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
VCM
Verger Capital Management Winston-Salem, North Carolina $341M AUM 19.49% 1-Year Est. Return
PPW
Parcion Private Wealth Bellevue, Washington $1.8B AUM 30.57% 1-Year Est. Return

Independent Financial Group's IXC Position: Q2 2023 in Review

Independent Financial Group sold out of iShares Global Energy ETF (IXC) in Q2 2023, closing a stake of 14,592 shares — an estimated $551K sold.

Independent Financial Group first reported a position in IXC in Q3 2022 and held it in 3 quarters. The position peaked at $553K in Q4 2022. 240 funds tracked by Wall St. Rank hold IXC as of Q2 2023.

  • Independent Financial Group reported no remaining iShares Global Energy ETF position as of Q2 2023 after selling out during the quarter.
  • Independent Financial Group sold 14,592 iShares Global Energy ETF shares in Q2 2023, an estimated $551K.
  • Independent Financial Group first reported a position in iShares Global Energy ETF in Q3 2022 and held it in 3 quarters.
  • Independent Financial Group's iShares Global Energy ETF position peaked at $553K in Q4 2022.
  • 240 funds tracked by Wall St. Rank held iShares Global Energy ETF as of Q2 2023.

Based on Independent Financial Group's 13F filing for Q2 2023, filed 12 Jun 2026.