Sagespring Wealth Partners
IXC icon

Sagespring Wealth Partners’s iShares Global Energy ETF IXC Stock Holding History

Sagespring Wealth 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
Q3 		$442K Buy
7,760
+1,224
+19% +$68.5K 0.01% 585
2026
Q2 		$321K Buy
+6,536
New +$353K ﹤0.01% 668
2025
Q2 		– Sell
-5,119
Closed -$215K – 726
2025
Q1 		$215K Sell
5,119
-873,191
-99% -$35M 0.01% 622
2024
Q4 		$33.5M Buy
+878,310
New +$35.9M 0.89% 26

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
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
Ayalon Insurance Company
Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return
Pinnacle Associates
Pinnacle Associates New York $8.92B AUM 43.91% 1-Year Est. Return

Sagespring Wealth Partners's IXC Position: Q3 2026 in Review

Sagespring Wealth Partners increased its iShares Global Energy ETF (IXC) stake by 19% in Q3 2026, buying an estimated $68.5K and bringing the position to 7,760 shares worth $442K. The position accounts for 0.01% of the portfolio, ranked #585.

Sagespring Wealth Partners first reported a position in IXC in Q4 2024 and has held it in 4 quarters since. The position peaked at $33.5M in Q4 2024. 90 funds tracked by Wall St. Rank hold IXC as of Q3 2026.

  • Sagespring Wealth Partners held 7,760 shares of iShares Global Energy ETF worth $442K as of Q3 2026.
  • Sagespring Wealth Partners bought 1,224 iShares Global Energy ETF shares in Q3 2026, an estimated $68.5K.
  • iShares Global Energy ETF made up 0.01% of Sagespring Wealth Partners's portfolio in Q3 2026, its #585 holding.
  • Sagespring Wealth Partners first reported a position in iShares Global Energy ETF in Q4 2024 and has held it in 4 quarters since.
  • Sagespring Wealth Partners's iShares Global Energy ETF position peaked at $33.5M in Q4 2024.
  • 90 funds tracked by Wall St. Rank held iShares Global Energy ETF as of Q3 2026.

Based on Sagespring Wealth Partners's 13F filing for Q3 2026, filed 22 Oct 2026.