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

Larson 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
2026 Q2	$15.4K	Buy	312 +3	+1%	+$162	﹤0.01%	2160
2026 Q1	$17.8K	Hold	309	–	–	﹤0.01%	1913
2025 Q4	$13K	Buy	309 +4	+1%	+$168	﹤0.01%	1968
2025 Q3	$12.7K	Buy	305 +199	+188%	+$8.1K	﹤0.01%	1895
2025 Q2	$4.17K	Buy	106 +104	+5,200%	+$3.99K	﹤0.01%	2145
2025 Q1	$84	Hold	2	–	–	﹤0.01%	2943
2024 Q4	$76	Buy	+2	New	+$82	﹤0.01%	2647
2022 Q4	–	Sell	-150	Closed	-$5K	–	1521
2022 Q3	$5K	Buy	+150	New	+$5.26K	﹤0.01%	959

Other funds holding IXC

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

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 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 Raleigh, North Carolina $38.8B AUM 40.77% 1-Year Est. Return

Larson Financial Group's IXC Position: Q2 2026 in Review

Larson Financial Group increased its iShares Global Energy ETF (IXC) stake by 0.97% in Q2 2026, buying an estimated $162 and bringing the position to 312 shares worth $15.4K. The position accounts for ﹤0.01% of the portfolio, ranked #2160.

Larson Financial Group first reported a position in IXC in Q3 2022 and has held it in 8 quarters since. The position peaked at $17.8K in Q1 2026. 333 funds tracked by Wall St. Rank hold IXC as of Q2 2026.

Larson Financial Group held 312 shares of iShares Global Energy ETF worth $15.4K as of Q2 2026.
Larson Financial Group bought 3 iShares Global Energy ETF shares in Q2 2026, an estimated $162.
iShares Global Energy ETF made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #2160 holding.
Larson Financial Group first reported a position in iShares Global Energy ETF in Q3 2022 and has held it in 8 quarters since.
Larson Financial Group's iShares Global Energy ETF position peaked at $17.8K in Q1 2026.
333 funds tracked by Wall St. Rank held iShares Global Energy ETF as of Q2 2026.

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