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 Q2	$604K	Buy	12,288 +39	+0.3%	+$2.11K	0.2%	125
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

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

Lynx Investment Advisory's IXC Position: Q2 2026 in Review

Lynx Investment Advisory increased its iShares Global Energy ETF (IXC) stake by 0.32% in Q2 2026, buying an estimated $2.11K and bringing the position to 12,288 shares worth $604K. The position accounts for 0.2% of the portfolio, ranked #125.

Lynx Investment Advisory first reported a position in IXC in Q2 2024 and has held it in 9 quarters since. The position peaked at $706K in Q1 2026. 333 funds tracked by Wall St. Rank hold IXC as of Q2 2026.

Lynx Investment Advisory held 12,288 shares of iShares Global Energy ETF worth $604K as of Q2 2026.
Lynx Investment Advisory bought 39 iShares Global Energy ETF shares in Q2 2026, an estimated $2.11K.
iShares Global Energy ETF made up 0.2% of Lynx Investment Advisory's portfolio in Q2 2026, its #125 holding.
Lynx Investment Advisory first reported a position in iShares Global Energy ETF in Q2 2024 and has held it in 9 quarters since.
Lynx Investment Advisory's iShares Global Energy ETF position peaked at $706K in Q1 2026.
333 funds tracked by Wall St. Rank held iShares Global Energy ETF as of Q2 2026.

Based on Lynx Investment Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.