Roble Belko & Company’s iShares Global Energy ETF IXC Stock Holding History

Roble Belko & Company’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	$0	Hold	1	–	–	﹤0.01%	464
2026 Q1	$0	Hold	1	–	–	﹤0.01%	475
2025 Q4	$0	Hold	1	–	–	﹤0.01%	481
2025 Q3	$0	Hold	1	–	–	﹤0.01%	458
2025 Q2	$0	Hold	1	–	–	﹤0.01%	445
2025 Q1	$0	Hold	1	–	–	﹤0.01%	421
2024 Q4	$0	Hold	1	–	–	﹤0.01%	393
2024 Q3	$0	Hold	1	–	–	﹤0.01%	370
2024 Q2	$0	Hold	1	–	–	﹤0.01%	351
2024 Q1	$0	Hold	1	–	–	﹤0.01%	334
2023 Q4	$0	Hold	1	–	–	﹤0.01%	331
2023 Q3	$0	Hold	1	–	–	﹤0.01%	305
2023 Q2	$0	Hold	1	–	–	﹤0.01%	306
2023 Q1	$0	Hold	1	–	–	﹤0.01%	311
2022 Q4	$0	Hold	1	–	–	﹤0.01%	329
2022 Q3	$0	Hold	1	–	–	﹤0.01%	329
2022 Q2	$0	Hold	1	–	–	﹤0.01%	351
2022 Q1	$0	Hold	1	–	–	﹤0.01%	378
2021 Q4	$0	Hold	1	–	–	﹤0.01%	353
2021 Q3	$0	Hold	1	–	–	﹤0.01%	335
2021 Q2	$0	Hold	1	–	–	﹤0.01%	336
2021 Q1	$0	Hold	1	–	–	﹤0.01%	331
2020 Q4	$0	Hold	1	–	–	﹤0.01%	323
2020 Q3	$0	Hold	1	–	–	﹤0.01%	335
2020 Q2	$0	Hold	1	–	–	﹤0.01%	330
2020 Q1	$0	Hold	1	–	–	﹤0.01%	335
2019 Q4	$0	Hold	1	–	–	﹤0.01%	341
2019 Q3	$0	Hold	1	–	–	﹤0.01%	342
2019 Q2	$0	Hold	1	–	–	﹤0.01%	352
2019 Q1	$0	Hold	1	–	–	﹤0.01%	319
2018 Q4	$0	Hold	1	–	–	﹤0.01%	318
2018 Q3	$0	Hold	1	–	–	﹤0.01%	321
2018 Q2	$0	Hold	1	–	–	﹤0.01%	329
2018 Q1	$0	Hold	1	–	–	﹤0.01%	338
2017 Q4	$0	Hold	1	–	–	﹤0.01%	323
2017 Q3	$0	Hold	1	–	–	﹤0.01%	299
2017 Q2	$0	Sell	1 -2,008	-100%	-$65K	﹤0.01%	324
2017 Q1	$67K	Hold	2,009	–	–	0.03%	88
2016 Q4	$70K	Hold	2,009	–	–	0.04%	85
2016 Q3	$66K	Hold	2,009	–	–	0.04%	100
2016 Q2	$65K	Hold	2,009	–	–	0.04%	97
2016 Q1	$59K	Hold	2,009	–	–	0.03%	91
2015 Q4	$56K	Sell	2,009 -1,449	-42%	-$44.6K	0.03%	89
2015 Q3	$99K	Hold	3,458	–	–	0.06%	66
2015 Q2	$121K	Hold	3,458	–	–	0.07%	67
2015 Q1	$123K	Buy	+3,458	New	+$125K	0.07%	62

Other funds holding IXC

ECM

Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 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

MWA

MFA Wealth Advisors Pittsburgh, Pennsylvania $587M AUM 27.44% 1-Year Est. Return

VCAM

Van Cleef Asset Management Beachwood, Ohio $981M AUM 15.07% 1-Year Est. Return

FAC

Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return

MIM

Morningstar Investment Management Chicago, Illinois $1.62B AUM 13.96% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

C1AG

Client 1st Advisory Group Dunedin, Florida $384M AUM 22.43% 1-Year Est. Return

CFB

Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return

Roble Belko & Company's IXC Position: Q2 2026 in Review

Roble Belko & Company held its iShares Global Energy ETF (IXC) position steady in Q2 2026 at 1 share worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #464.

Roble Belko & Company first reported a position in IXC in Q1 2015 and has held it in 46 quarters since. The position peaked at $123K in Q1 2015. 156 funds tracked by Wall St. Rank hold IXC as of Q2 2026.

Roble Belko & Company held 1 share of iShares Global Energy ETF worth $0 as of Q2 2026.
Roble Belko & Company left its iShares Global Energy ETF share count unchanged in Q2 2026.
iShares Global Energy ETF made up ﹤0.01% of Roble Belko & Company's portfolio in Q2 2026, its #464 holding.
Roble Belko & Company first reported a position in iShares Global Energy ETF in Q1 2015 and has held it in 46 quarters since.
Roble Belko & Company's iShares Global Energy ETF position peaked at $123K in Q1 2015.
156 funds tracked by Wall St. Rank held iShares Global Energy ETF as of Q2 2026.

Based on Roble Belko & Company's 13F filing for Q2 2026, filed 24 Jul 2026.