Sierra Summit Advisors’s iShares Global Energy ETF IXC Stock Holding History

Sierra Summit Advisors’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	$3.5M	Buy	71,228 +868	+1%	+$46.9K	0.39%	45
2026 Q1	$4.05M	Buy	70,360 +3,086	+5%	+$154K	0.59%	39
2025 Q4	$2.82M	Buy	67,274 +1,522	+2%	+$63.9K	0.43%	45
2025 Q3	$2.75M	Buy	65,752 +990	+2%	+$40.3K	0.42%	44
2025 Q2	$2.54M	Buy	64,762 +1,490	+2%	+$57.1K	0.45%	41
2025 Q1	$2.66M	Sell	63,272 -292	-0.5%	-$11.7K	0.58%	39
2024 Q4	$2.43M	Buy	63,564 +2,566	+4%	+$105K	0.49%	38
2024 Q3	$2.47M	Buy	60,998 +11,012	+22%	+$452K	0.57%	37
2024 Q2	$2.07M	Buy	49,986 +5,700	+13%	+$244K	0.51%	39
2024 Q1	$1.9M	Buy	44,286 +346	+0.8%	+$13.7K	0.52%	37
2023 Q4	$1.72M	Buy	+43,940	New	+$1.75M	0.5%	41

Other funds holding IXC

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

ECM

Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 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

Treasurer of the State of North Carolina Raleigh, North Carolina $38.8B AUM 40.77% 1-Year Est. Return

Sierra Summit Advisors's IXC Position: Q2 2026 in Review

Sierra Summit Advisors increased its iShares Global Energy ETF (IXC) stake by 1.2% in Q2 2026, buying an estimated $46.9K and bringing the position to 71,228 shares worth $3.5M. The position accounts for 0.39% of the portfolio, ranked #45.

Sierra Summit Advisors first reported a position in IXC in Q4 2023 and has held it in 11 quarters since. The position peaked at $4.05M in Q1 2026. 333 funds tracked by Wall St. Rank hold IXC as of Q2 2026.

Sierra Summit Advisors held 71,228 shares of iShares Global Energy ETF worth $3.5M as of Q2 2026.
Sierra Summit Advisors bought 868 iShares Global Energy ETF shares in Q2 2026, an estimated $46.9K.
iShares Global Energy ETF made up 0.39% of Sierra Summit Advisors's portfolio in Q2 2026, its #45 holding.
Sierra Summit Advisors first reported a position in iShares Global Energy ETF in Q4 2023 and has held it in 11 quarters since.
Sierra Summit Advisors's iShares Global Energy ETF position peaked at $4.05M in Q1 2026.
333 funds tracked by Wall St. Rank held iShares Global Energy ETF as of Q2 2026.

Based on Sierra Summit Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.