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Lee, Danner & Bass’s iShares Global Energy ETF IXC Stock Holding History

Lee, Danner & Bass’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
Q1 		– Sell
-219
Closed -$8.36K – 481
2024
Q4 		$8.36K Buy
+219
New +$8.96K ﹤0.01% 549

Other funds holding IXC

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 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

Lee, Danner & Bass's IXC Position: Q1 2025 in Review

Lee, Danner & Bass sold out of iShares Global Energy ETF (IXC) in Q1 2025, closing a stake of 219 shares — an estimated $8.36K sold.

Lee, Danner & Bass first reported a position in IXC in Q4 2024 and held it in 1 quarter. The position peaked at $8.36K in Q4 2024. 323 funds tracked by Wall St. Rank hold IXC as of Q1 2025.

  • Lee, Danner & Bass reported no remaining iShares Global Energy ETF position as of Q1 2025 after selling out during the quarter.
  • Lee, Danner & Bass sold 219 iShares Global Energy ETF shares in Q1 2025, an estimated $8.36K.
  • Lee, Danner & Bass first reported a position in iShares Global Energy ETF in Q4 2024 and held it in 1 quarter.
  • Lee, Danner & Bass's iShares Global Energy ETF position peaked at $8.36K in Q4 2024.
  • 323 funds tracked by Wall St. Rank held iShares Global Energy ETF as of Q1 2025.

Based on Lee, Danner & Bass's 13F filing for Q1 2025, filed 29 Apr 2025.