Powell Investment Advisors’s iShares Global Energy ETF IXC Stock Holding History

Powell Investment 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	$72.9K	Buy	1,483 +21	+1%	+$1.14K	0.02%	150
2026 Q1	$84.2K	Hold	1,462	–	–	0.03%	155
2025 Q4	$61.3K	Buy	1,462 +30	+2%	+$1.26K	0.02%	156
2025 Q3	$59.8K	Hold	1,432	–	–	0.02%	154
2025 Q2	$56.3K	Buy	1,432 +24	+2%	+$920	0.02%	151
2025 Q1	$59.2K	Hold	1,408	–	–	0.03%	132
2024 Q4	$53.8K	Buy	1,408 +31	+2%	+$1.27K	0.02%	145
2024 Q3	$55.7K	Hold	1,377	–	–	0.03%	136
2024 Q2	$57.1K	Buy	1,377 +31	+2%	+$1.33K	0.03%	135
2024 Q1	$57.8K	Hold	1,346	–	–	0.03%	135
2023 Q4	$52.7K	Buy	1,346 +21	+2%	+$835	0.03%	136
2023 Q3	$54.7K	Hold	1,325	–	–	0.03%	127
2023 Q2	$49.3K	Buy	1,325 +25	+2%	+$941	0.03%	118
2023 Q1	$49.1K	Hold	1,300	–	–	0.03%	120
2022 Q4	$50.7K	Buy	1,300 +36	+3%	+$1.41K	0.03%	118
2022 Q3	$42K	Hold	1,264	–	–	0.03%	117
2022 Q2	$43K	Buy	1,264 +26	+2%	+$973	0.03%	130
2022 Q1	$45K	Hold	1,238	–	–	0.03%	118
2021 Q4	$34K	Buy	1,238 +31	+3%	+$879	0.02%	127
2021 Q3	$32K	Hold	1,207	–	–	0.02%	119
2021 Q2	$32K	Buy	1,207 +19	+2%	+$493	0.02%	116
2021 Q1	$29K	Hold	1,188	–	–	0.02%	118
2020 Q4	$24K	Buy	1,188 +34	+3%	+$635	0.02%	106
2020 Q3	$19K	Hold	1,154	–	–	0.02%	115
2020 Q2	$23K	Sell	1,154 -11,682	-91%	-$228K	0.02%	110
2020 Q1	$217K	Buy	+12,836	New	+$320K	0.26%	78

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

Powell Investment Advisors's IXC Position: Q2 2026 in Review

Powell Investment Advisors increased its iShares Global Energy ETF (IXC) stake by 1.4% in Q2 2026, buying an estimated $1.14K and bringing the position to 1,483 shares worth $72.9K. The position accounts for 0.02% of the portfolio, ranked #150.

Powell Investment Advisors first reported a position in IXC in Q1 2020 and has held it in 26 quarters since. The position peaked at $217K in Q1 2020. 333 funds tracked by Wall St. Rank hold IXC as of Q2 2026.

Powell Investment Advisors held 1,483 shares of iShares Global Energy ETF worth $72.9K as of Q2 2026.
Powell Investment Advisors bought 21 iShares Global Energy ETF shares in Q2 2026, an estimated $1.14K.
iShares Global Energy ETF made up 0.02% of Powell Investment Advisors's portfolio in Q2 2026, its #150 holding.
Powell Investment Advisors first reported a position in iShares Global Energy ETF in Q1 2020 and has held it in 26 quarters since.
Powell Investment Advisors's iShares Global Energy ETF position peaked at $217K in Q1 2020.
333 funds tracked by Wall St. Rank held iShares Global Energy ETF as of Q2 2026.

Based on Powell Investment Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.