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Rainier Family Wealth’s iShares Global Energy ETF IXC Stock Holding History

Rainier Family Wealth’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 		$1.78M Buy
36,312
+4,212
+13% +$228K 1.02% 32
2026
Q1 		$1.85M Buy
+32,100
New +$1.6M 1.24% 27

Other funds holding IXC

VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
MWA
MFA Wealth Advisors Pittsburgh, Pennsylvania $587M AUM 27.44% 1-Year Est. Return
FAC
Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return
C1AG
Client 1st Advisory Group Dunedin, Florida $384M AUM 22.43% 1-Year Est. Return
AIC
Ayalon Insurance Company Ramat Gan, Israel $815M AUM 33.1% 1-Year Est. Return
CA
Clune & Associates Chicago, Illinois $661M AUM 21.51% 1-Year Est. Return
ST
Sentinel Trust Houston, Texas $1.13B AUM 24.31% 1-Year Est. Return
SFG
Snider Financial Group Bellevue, Washington $393M AUM 21.88% 1-Year Est. Return
CTA
Chesley Taft & Associates Chicago, Illinois $2.57B AUM 22.93% 1-Year Est. Return
AF
Affiance Financial St. Louis Park, Minnesota $695M AUM 17.33% 1-Year Est. Return

Rainier Family Wealth's IXC Position: Q2 2026 in Review

Rainier Family Wealth increased its iShares Global Energy ETF (IXC) stake by 13% in Q2 2026, buying an estimated $228K and bringing the position to 36,312 shares worth $1.78M. The position accounts for 1.02% of the portfolio, ranked #32.

Rainier Family Wealth first reported a position in IXC in Q1 2026 and has held it in 2 quarters since. The position peaked at $1.85M in Q1 2026. 38 funds tracked by Wall St. Rank hold IXC as of Q2 2026.

  • Rainier Family Wealth held 36,312 shares of iShares Global Energy ETF worth $1.78M as of Q2 2026.
  • Rainier Family Wealth bought 4,212 iShares Global Energy ETF shares in Q2 2026, an estimated $228K.
  • iShares Global Energy ETF made up 1.02% of Rainier Family Wealth's portfolio in Q2 2026, its #32 holding.
  • Rainier Family Wealth first reported a position in iShares Global Energy ETF in Q1 2026 and has held it in 2 quarters since.
  • Rainier Family Wealth's iShares Global Energy ETF position peaked at $1.85M in Q1 2026.
  • 38 funds tracked by Wall St. Rank held iShares Global Energy ETF as of Q2 2026.

Based on Rainier Family Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.