JY
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Jeff Yass’s iShares Global Energy ETF IXC Stock Holding History

Jeff Yass’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 		– Sell
-6,600
Closed -$380K – 13960
2026
Q1 		$380K Buy
+6,600
New +$329K ﹤0.01% 10336
2025
Q3 		– Sell
-37,600
Closed -$1.48M – 13158
2025
Q2 		$1.48M Buy
+37,600
New +$1.44M ﹤0.01% 6486
2024
Q2 		– Sell
-16,700
Closed -$717K – 12645
2024
Q1 		$717K Buy
+16,700
New +$662K ﹤0.01% 7647
2023
Q4 		– Sell
-4,900
Closed -$202K – 12829
2023
Q3 		$202K Sell
4,900
-4,500
-48% -$178K ﹤0.01% 10209
2023
Q2 		$350K Buy
9,400
+1,600
+21% +$60.2K ﹤0.01% 9129
2023
Q1 		$295K Sell
7,800
-35,400
-82% -$1.37M ﹤0.01% 9769
2022
Q4 		$1.68M Buy
43,200
+2,000
+5% +$78.3K ﹤0.01% 5042
2022
Q3 		$1.37M Buy
41,200
+29,900
+265% +$1.05M ﹤0.01% 5803
2022
Q2 		$383K Buy
11,300
+900
+9% +$33.7K ﹤0.01% 8904
2022
Q1 		$376K Buy
+10,400
New +$346K ﹤0.01% 9702
2021
Q4 		– Sell
-18,600
Closed -$499K – 13489
2021
Q3 		$499K Sell
18,600
-147,900
-89% -$3.71M ﹤0.01% 9410
2021
Q2 		$4.43M Sell
166,500
-1,500
-0.9% -$39K ﹤0.01% 4251
2021
Q1 		$4.14M Buy
168,000
+134,400
+400% +$3.17M ﹤0.01% 4271
2020
Q4 		$682K Buy
+33,600
New +$628K ﹤0.01% 7611
2020
Q3 		– Sell
-10,500
Closed -$205K – 10833
2020
Q2 		$205K Buy
+10,500
New +$205K ﹤0.01% 9000
2014
Q1 		– Sell
-26,100
Closed -$1.13M – 9152
2013
Q4 		$1.13M Sell
26,100
-18,600
-42% -$788K ﹤0.01% 5301
2013
Q3 		$1.83M Buy
+44,700
New +$1.81M ﹤0.01% 4236

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

Jeff Yass's IXC Position: Q2 2026 in Review

Jeff Yass increased its iShares Global Energy ETF (IXC) stake by 261% in Q2 2026, buying an estimated $5.05M and bringing the position to 129,339 shares worth $6.35M. The position accounts for ﹤0.01% of the portfolio, ranked #4173.

Jeff Yass first reported a position in IXC in Q2 2013 and has held it in 41 quarters since. The position peaked at $20.6M in Q3 2024. 333 funds tracked by Wall St. Rank hold IXC as of Q2 2026.

  • Jeff Yass held 129,339 shares of iShares Global Energy ETF worth $6.35M as of Q2 2026.
  • Jeff Yass bought 93,471 iShares Global Energy ETF shares in Q2 2026, an estimated $5.05M.
  • iShares Global Energy ETF made up ﹤0.01% of Jeff Yass's portfolio in Q2 2026, its #4173 holding.
  • Jeff Yass first reported a position in iShares Global Energy ETF in Q2 2013 and has held it in 41 quarters since.
  • Jeff Yass's iShares Global Energy ETF position peaked at $20.6M in Q3 2024.
  • 333 funds tracked by Wall St. Rank held iShares Global Energy ETF as of Q2 2026.

Based on Susquehanna International Group's 13F filing for Q2 2026, filed 14 Aug 2026.