Kovitz Investment Group Partners
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Kovitz Investment Group Partners’s iShares Global Energy ETF IXC Stock Holding History

Kovitz Investment Group Partners’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
2025
Q4 		– Sell
-5,830
Closed -$243K – 894
2025
Q3 		$243K Sell
5,830
-475
-8% -$19.3K ﹤0.01% 1276
2025
Q2 		$248K Buy
+6,305
New +$242K ﹤0.01% 1205

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VCM
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Kovitz Investment Group Partners's IXC Position: Q4 2025 in Review

Kovitz Investment Group Partners sold out of iShares Global Energy ETF (IXC) in Q4 2025, closing a stake of 5,830 shares — an estimated $243K sold.

Kovitz Investment Group Partners first reported a position in IXC in Q2 2025 and held it in 2 quarters. The position peaked at $248K in Q2 2025. 296 funds tracked by Wall St. Rank hold IXC as of Q4 2025.

  • Kovitz Investment Group Partners reported no remaining iShares Global Energy ETF position as of Q4 2025 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 5,830 iShares Global Energy ETF shares in Q4 2025, an estimated $243K.
  • Kovitz Investment Group Partners first reported a position in iShares Global Energy ETF in Q2 2025 and held it in 2 quarters.
  • Kovitz Investment Group Partners's iShares Global Energy ETF position peaked at $248K in Q2 2025.
  • 296 funds tracked by Wall St. Rank held iShares Global Energy ETF as of Q4 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q4 2025, filed 20 Feb 2026.