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Parallel Advisors’s iShares Global Energy ETF IXC Stock Holding History

Parallel Advisors’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 		$30.9K Hold
629
– – ﹤0.01% 2423
2026
Q1 		$36.2K Buy
629
+215
+52% +$10.7K ﹤0.01% 2189
2025
Q4 		$17.4K Sell
414
-30
-7% -$1.26K ﹤0.01% 2365
2025
Q3 		$18.5K Hold
444
– – ﹤0.01% 2285
2025
Q2 		$17.4K Sell
444
-447
-50% -$17.1K ﹤0.01% 2256
2025
Q1 		$37.5K Buy
891
+430
+93% +$17.3K ﹤0.01% 1806
2024
Q4 		$17.6K Sell
461
-895
-66% -$36.6K ﹤0.01% 2199
2024
Q3 		$54.9K Hold
1,356
– – ﹤0.01% 1572
2024
Q2 		$56.3K Buy
1,356
+895
+194% +$38.4K ﹤0.01% 1452
2024
Q1 		$19.8K Buy
461
+375
+436% +$14.9K ﹤0.01% 1987
2023
Q4 		$3.36K Buy
+86
New +$3.42K ﹤0.01% 2642
2023
Q2 		– Sell
-28,078
Closed -$1.06M – 3451
2023
Q1 		$1.06M Buy
+28,078
New +$1.08M 0.04% 304
2021
Q4 		– Sell
-500
Closed -$13K – 3184
2021
Q3 		$13K Hold
500
– – ﹤0.01% 1945
2021
Q2 		$13K Hold
500
– – ﹤0.01% 1894
2021
Q1 		$12K Hold
500
– – ﹤0.01% 1843
2020
Q4 		$10K Sell
500
-306
-38% -$5.72K ﹤0.01% 1782
2020
Q3 		$13K Buy
806
+1
+0.1% +$19 ﹤0.01% 1621
2020
Q2 		$15K Buy
805
+305
+61% +$5.95K ﹤0.01% 1541
2020
Q1 		$8K Sell
500
-200
-29% -$4.99K ﹤0.01% 1709
2019
Q4 		$22K Sell
700
-200
-22% -$6.13K ﹤0.01% 1358
2019
Q3 		$28K Buy
900
+500
+125% +$15.3K ﹤0.01% 1209
2019
Q2 		$13K Hold
400
– – ﹤0.01% 1470
2019
Q1 		$13K Hold
400
– – ﹤0.01% 1412
2018
Q4 		$11K Buy
+400
New +$13.5K ﹤0.01% 1289

Other funds holding IXC

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
Schroder Investment Management Group
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
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
Treasurer of the State of North Carolina Raleigh, North Carolina $38.8B AUM 40.77% 1-Year Est. Return

Parallel Advisors's IXC Position: Q2 2026 in Review

Parallel Advisors held its iShares Global Energy ETF (IXC) position steady in Q2 2026 at 629 shares worth $30.9K. The position accounts for ﹤0.01% of the portfolio, ranked #2423.

Parallel Advisors first reported a position in IXC in Q4 2018 and has held it in 24 quarters since. The position peaked at $1.06M in Q1 2023. 333 funds tracked by Wall St. Rank hold IXC as of Q2 2026.

  • Parallel Advisors held 629 shares of iShares Global Energy ETF worth $30.9K as of Q2 2026.
  • Parallel Advisors left its iShares Global Energy ETF share count unchanged in Q2 2026.
  • iShares Global Energy ETF made up ﹤0.01% of Parallel Advisors's portfolio in Q2 2026, its #2423 holding.
  • Parallel Advisors first reported a position in iShares Global Energy ETF in Q4 2018 and has held it in 24 quarters since.
  • Parallel Advisors's iShares Global Energy ETF position peaked at $1.06M in Q1 2023.
  • 333 funds tracked by Wall St. Rank held iShares Global Energy ETF as of Q2 2026.

Based on Parallel Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.