Provident Wealth Management
IXC icon

Provident Wealth Management’s iShares Global Energy ETF IXC Stock Holding History

Provident Wealth Management’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 		$142K Hold
2,500
– – 0.05% 76
2026
Q2 		$123K Hold
2,500
– – 0.03% 112
2026
Q1 		$144K Hold
2,500
– – 0.04% 90
2025
Q4 		$105K Hold
2,500
– – 0.03% 102
2025
Q3 		$104K Hold
2,500
– – 0.03% 105
2025
Q2 		$98.2K Hold
2,500
– – 0.03% 102
2025
Q1 		$105K Buy
+2,500
New +$100K 0.04% 94

Other funds holding IXC

Evergreen Capital Management
Evergreen Capital Management Bellevue, Washington $5.65B AUM 21.62% 1-Year Est. Return
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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Strategic Wealth Investment Group
Strategic Wealth Investment Group Louisville, Kentucky $806M AUM 8.31% 1-Year Est. Return
Sigma Planning Corp
Sigma Planning Corp Ann Arbor, Michigan $3.88B AUM 23.38% 1-Year Est. Return
Client 1st Advisory Group
Client 1st Advisory Group Dunedin, Florida $391M AUM 16.25% 1-Year Est. Return

Provident Wealth Management's IXC Position: Q3 2026 in Review

Provident Wealth Management held its iShares Global Energy ETF (IXC) position steady in Q3 2026 at 2,500 shares worth $142K. The position accounts for 0.05% of the portfolio, ranked #76.

Provident Wealth Management first reported a position in IXC in Q1 2025 and has held it in 7 quarters since. The position peaked at $144K in Q1 2026. 145 funds tracked by Wall St. Rank hold IXC as of Q3 2026.

  • Provident Wealth Management held 2,500 shares of iShares Global Energy ETF worth $142K as of Q3 2026.
  • Provident Wealth Management left its iShares Global Energy ETF share count unchanged in Q3 2026.
  • iShares Global Energy ETF made up 0.05% of Provident Wealth Management's portfolio in Q3 2026, its #76 holding.
  • Provident Wealth Management first reported a position in iShares Global Energy ETF in Q1 2025 and has held it in 7 quarters since.
  • Provident Wealth Management's iShares Global Energy ETF position peaked at $144K in Q1 2026.
  • 145 funds tracked by Wall St. Rank held iShares Global Energy ETF as of Q3 2026.

Based on Provident Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.