Janney Montgomery Scott
IXC icon

Janney Montgomery Scott’s iShares Global Energy ETF IXC Stock Holding History

Janney Montgomery Scott’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 		$315K Buy
+6,417
New +$347K ﹤0.01% 2701
2026
Q1 		– Sell
-7,340
Closed -$308K – 2910
2025
Q4 		$308K Sell
7,340
-246
-3% -$10.3K ﹤0.01% 2534
2025
Q3 		$317K Sell
7,586
-536
-7% -$21.8K ﹤0.01% 2460
2025
Q2 		$319K Sell
8,122
-1,117
-12% -$42.8K ﹤0.01% 2306
2025
Q1 		$389K Sell
9,239
-109
-1% -$4.38K ﹤0.01% 2153
2024
Q4 		$357K Buy
9,348
+2,220
+31% +$90.9K ﹤0.01% 2201
2024
Q3 		$289K Buy
+7,128
New +$292K ﹤0.01% 2306
2024
Q2 		– Sell
-446,034
Closed -$19.2M – 2718
2024
Q1 		$19.2M Buy
446,034
+32,319
+8% +$1.28M 0.06% 344
2023
Q4 		$16.2M Buy
413,715
+406,794
+5,878% +$16.2M 0.05% 355
2023
Q3 		$286K Buy
6,921
+789
+13% +$31.3K ﹤0.01% 2156
2023
Q2 		$228K Sell
6,132
-311
-5% -$11.7K ﹤0.01% 2388
2023
Q1 		$243K Buy
6,443
+249
+4% +$9.62K ﹤0.01% 2173
2022
Q4 		$242K Buy
6,194
+153
+3% +$5.99K ﹤0.01% 2256
2022
Q3 		$201K Buy
6,041
+79
+1% +$2.77K ﹤0.01% 2287
2022
Q2 		$211K Sell
5,962
-35
-0.6% -$1.31K ﹤0.01% 2113
2022
Q1 		$217K Buy
+5,997
New +$199K ﹤0.01% 2043
2014
Q3 		– Sell
-4,457
Closed -$216K – 2310
2014
Q2 		$216K Sell
4,457
-715
-14% -$33.3K ﹤0.01% 1891
2014
Q1 		$226K Sell
5,172
-21
-0.4% -$885 0.01% 1677
2013
Q4 		$224K Sell
5,193
-434
-8% -$18.4K 0.01% 1638
2013
Q3 		$231K Buy
+5,627
New +$227K 0.01% 1544

Other funds holding IXC

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
Schroder Investment Management Group
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
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
Treasurer of the State of North Carolina Raleigh, North Carolina $38.8B AUM 40.77% 1-Year Est. Return

Janney Montgomery Scott's IXC Position: Q2 2026 in Review

Janney Montgomery Scott opened a new position in iShares Global Energy ETF (IXC) in Q2 2026: 6,417 shares worth $315K. The stake represents ﹤0.01% of the portfolio and ranks #2701 among its holdings. This is a return to the name: Janney Montgomery Scott previously reported a position in IXC as recently as Q4 2025.

Janney Montgomery Scott first reported a position in IXC in Q3 2013 and has held it in 20 quarters since. The position peaked at $19.2M in Q1 2024. 333 funds tracked by Wall St. Rank hold IXC as of Q2 2026.

  • Janney Montgomery Scott held 6,417 shares of iShares Global Energy ETF worth $315K as of Q2 2026.
  • iShares Global Energy ETF was a new Janney Montgomery Scott position in Q2 2026.
  • iShares Global Energy ETF made up ﹤0.01% of Janney Montgomery Scott's portfolio in Q2 2026, its #2701 holding.
  • Janney Montgomery Scott first reported a position in iShares Global Energy ETF in Q3 2013 and has held it in 20 quarters since.
  • Janney Montgomery Scott's iShares Global Energy ETF position peaked at $19.2M in Q1 2024.
  • 333 funds tracked by Wall St. Rank held iShares Global Energy ETF as of Q2 2026.

Based on Janney Montgomery Scott's 13F filing for Q2 2026, filed 5 Aug 2026.