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Root Financial Partners’s iShares Global Energy ETF IXC Stock Holding History

Root Financial Partners’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 		– Sell
-436
Closed -$25.1K – 1818
2026
Q1 		$25.1K Sell
436
-143
-25% -$7.12K ﹤0.01% 1197
2025
Q4 		$24.3K Buy
579
+54
+10% +$2.27K ﹤0.01% 1080
2025
Q3 		$21.9K Buy
+525
New +$21.4K ﹤0.01% 1070

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
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
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
AIC
Ayalon Insurance Company Ramat Gan, Israel $815M AUM 33.1% 1-Year Est. Return

Root Financial Partners's IXC Position: Q2 2026 in Review

Root Financial Partners sold out of iShares Global Energy ETF (IXC) in Q2 2026, closing a stake of 436 shares — an estimated $25.1K sold.

Root Financial Partners first reported a position in IXC in Q3 2025 and held it in 3 quarters. The position peaked at $25.1K in Q1 2026. 126 funds tracked by Wall St. Rank hold IXC as of Q2 2026.

  • Root Financial Partners reported no remaining iShares Global Energy ETF position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 436 iShares Global Energy ETF shares in Q2 2026, an estimated $25.1K.
  • Root Financial Partners first reported a position in iShares Global Energy ETF in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's iShares Global Energy ETF position peaked at $25.1K in Q1 2026.
  • 126 funds tracked by Wall St. Rank held iShares Global Energy ETF as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.