Mather Group
IXC icon

Mather Group’s iShares Global Energy ETF IXC Stock Holding History

Mather 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
Q3 		$86.5K Sell
1,519
-2,495
-62% -$140K ﹤0.01% 993
2026
Q2 		$197K Sell
4,014
-9,111
-69% -$493K ﹤0.01% 769
2026
Q1 		$756K Buy
+13,125
New +$654K 0.01% 390
2025
Q1 		– Sell
-16
Closed -$611 – 1829
2024
Q4 		$611 Hold
16
– – ﹤0.01% 1642
2024
Q3 		$648 Sell
16
-3,223
-100% -$132K ﹤0.01% 1593
2024
Q2 		$139K Buy
3,239
+1,409
+77% +$60.4K ﹤0.01% 710
2024
Q1 		$71.6K Buy
+1,830
New +$72.5K ﹤0.01% 795

Other funds holding IXC

Verger Capital Management
Verger Capital Management Winston-Salem, North Carolina $363M AUM 13.28% 1-Year Est. Return
Versant Capital Management
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
MFA Wealth Advisors
MFA Wealth Advisors Pittsburgh, Pennsylvania $589M AUM 19.71% 1-Year Est. Return
Van Cleef Asset Management
Van Cleef Asset Management Beachwood, Ohio $1.01B AUM 13.78% 1-Year Est. Return
Financial Advisory Corporation
Financial Advisory Corporation Grand Rapids, Michigan $784M AUM 7.7% 1-Year Est. Return
Client 1st Advisory Group
Client 1st Advisory Group Dunedin, Florida $391M AUM 16.25% 1-Year Est. Return
Ayalon Insurance Company
Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return
Pinnacle Associates
Pinnacle Associates New York $8.92B AUM 43.91% 1-Year Est. Return
CA
Clune & Associates Chicago, Illinois $654M AUM 13.19% 1-Year Est. Return
ABLE Financial Group
ABLE Financial Group Scottsdale, Arizona $640M AUM 16% 1-Year Est. Return

Mather Group's IXC Position: Q3 2026 in Review

Mather Group reduced its iShares Global Energy ETF (IXC) stake by 62% in Q3 2026, selling an estimated $140K and leaving 1,519 shares worth $86.5K. The position accounts for ﹤0.01% of the portfolio, ranked #993.

Mather Group first reported a position in IXC in Q1 2024 and has held it in 7 quarters since. The position peaked at $756K in Q1 2026. 78 funds tracked by Wall St. Rank hold IXC as of Q3 2026.

  • Mather Group held 1,519 shares of iShares Global Energy ETF worth $86.5K as of Q3 2026.
  • Mather Group sold 2,495 iShares Global Energy ETF shares in Q3 2026, an estimated $140K.
  • iShares Global Energy ETF made up ﹤0.01% of Mather Group's portfolio in Q3 2026, its #993 holding.
  • Mather Group first reported a position in iShares Global Energy ETF in Q1 2024 and has held it in 7 quarters since.
  • Mather Group's iShares Global Energy ETF position peaked at $756K in Q1 2026.
  • 78 funds tracked by Wall St. Rank held iShares Global Energy ETF as of Q3 2026.

Based on Mather Group's 13F filing for Q3 2026, filed 14 Oct 2026.