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Institute for Wealth Management’s iShares Global Energy ETF IXC Stock Holding History

Institute for Wealth Management’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 		$24.6K Buy
+500
New +$27K ﹤0.01% 1066

Other funds holding IXC

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MWA
MFA Wealth Advisors Pittsburgh, Pennsylvania $587M AUM 27.44% 1-Year Est. Return
VCAM
Van Cleef Asset Management Beachwood, Ohio $981M AUM 15.07% 1-Year Est. Return
FAC
Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return
MIM
Morningstar Investment Management Chicago, Illinois $1.62B AUM 13.96% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Institute for Wealth Management's IXC Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in iShares Global Energy ETF (IXC) in Q2 2026: 500 shares worth $24.6K. The stake represents ﹤0.01% of the portfolio and ranks #1066 among its holdings.

212 funds tracked by Wall St. Rank hold IXC as of Q2 2026.

  • Institute for Wealth Management held 500 shares of iShares Global Energy ETF worth $24.6K as of Q2 2026.
  • iShares Global Energy ETF was a new Institute for Wealth Management position in Q2 2026.
  • iShares Global Energy ETF made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #1066 holding.
  • 212 funds tracked by Wall St. Rank held iShares Global Energy ETF as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.