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Lynx Investment Advisory’s iShares Global Energy ETF IXC Stock Holding History

Lynx Investment Advisory’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
Q1 		$706K Hold
12,249
– – 0.34% 65
2025
Q4 		$514K Buy
12,249
+5,681
+86% +$239K 0.28% 80
2025
Q3 		$274K Hold
6,568
– – 0.16% 129
2025
Q2 		$258K Sell
6,568
-840
-11% -$32.2K 0.17% 130
2025
Q1 		$312K Sell
7,408
-3,743
-34% -$150K 0.21% 107
2024
Q4 		$426K Sell
11,151
-4,187
-27% -$171K 0.29% 80
2024
Q3 		$621K Buy
15,338
+6,595
+75% +$271K 0.45% 51
2024
Q2 		$363K Buy
+8,743
New +$375K 0.27% 81

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Bank of America
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ECM
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VCM
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VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return