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Pinnacle Wealth Management Advisory Group’s iShares Global Energy ETF IXC Stock Holding History

Pinnacle Wealth Management Advisory 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
Q2 		$2.14M Sell
43,626
-330
-0.8% -$17.8K 0.13% 122
2026
Q1 		$2.53M Buy
43,956
+495
+1% +$24.7K 0.17% 106
2025
Q4 		$1.82M Sell
43,461
-350
-0.8% -$14.7K 0.13% 116
2025
Q3 		$1.83M Buy
43,811
+3,500
+9% +$143K 0.14% 108
2025
Q2 		$1.58M Buy
40,311
+275
+0.7% +$10.5K 0.13% 110
2025
Q1 		$1.68M Buy
40,036
+11,100
+38% +$446K 0.16% 103
2024
Q4 		$1.1M Buy
28,936
+11,100
+62% +$454K 0.1% 125
2024
Q3 		$722K Sell
17,836
-1,000
-5% -$41K 0.07% 159
2024
Q2 		$782K Buy
18,836
+1,100
+6% +$47.1K 0.08% 145
2024
Q1 		$762K Buy
17,736
+3,400
+24% +$135K 0.08% 148
2023
Q4 		$561K Buy
14,336
+350
+3% +$13.9K 0.07% 165
2023
Q3 		$577K Sell
13,986
-250
-2% -$9.91K 0.07% 161
2023
Q2 		$530K Buy
14,236
+2,750
+24% +$104K 0.07% 173
2023
Q1 		$434K Buy
11,486
+700
+6% +$27K 0.06% 188
2022
Q4 		$421K Buy
10,786
+275
+3% +$10.8K 0.06% 184
2022
Q3 		$350K Sell
10,511
-300
-3% -$10.5K 0.06% 197
2022
Q2 		$366K Sell
10,811
-125
-1% -$4.68K 0.06% 198
2022
Q1 		$395K Buy
+10,936
New +$363K 0.06% 204

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 $1.17B AUM 28.44% 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

Pinnacle Wealth Management Advisory Group's IXC Position: Q2 2026 in Review

Pinnacle Wealth Management Advisory Group reduced its iShares Global Energy ETF (IXC) stake by 0.75% in Q2 2026, selling an estimated $17.8K and leaving 43,626 shares worth $2.14M. The position accounts for 0.13% of the portfolio, ranked #122.

Pinnacle Wealth Management Advisory Group first reported a position in IXC in Q1 2022 and has held it in 18 quarters since. The position peaked at $2.53M in Q1 2026. 336 funds tracked by Wall St. Rank hold IXC as of Q2 2026.

  • Pinnacle Wealth Management Advisory Group held 43,626 shares of iShares Global Energy ETF worth $2.14M as of Q2 2026.
  • Pinnacle Wealth Management Advisory Group sold 330 iShares Global Energy ETF shares in Q2 2026, an estimated $17.8K.
  • iShares Global Energy ETF made up 0.13% of Pinnacle Wealth Management Advisory Group's portfolio in Q2 2026, its #122 holding.
  • Pinnacle Wealth Management Advisory Group first reported a position in iShares Global Energy ETF in Q1 2022 and has held it in 18 quarters since.
  • Pinnacle Wealth Management Advisory Group's iShares Global Energy ETF position peaked at $2.53M in Q1 2026.
  • 336 funds tracked by Wall St. Rank held iShares Global Energy ETF as of Q2 2026.

Based on Pinnacle Wealth Management Advisory Group's 13F filing for Q2 2026, filed 5 Aug 2026.