Sigma Planning Corp’s iShares Global Energy ETF IXC Stock Holding History

Sigma Planning Corp’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	$7M	Buy	142,509 +2,042	+1%	+$110K	0.18%	117
2026 Q1	$8.09M	Sell	140,467 -6,963	-5%	-$347K	0.22%	81
2025 Q4	$6.18M	Buy	147,430 +3,035	+2%	+$127K	0.17%	112
2025 Q3	$6.03M	Buy	144,395 +18,389	+15%	+$749K	0.17%	113
2025 Q2	$4.95M	Buy	126,006 +1,452	+1%	+$55.7K	0.15%	137
2025 Q1	$5.24M	Buy	124,554 +1,004	+0.8%	+$40.3K	0.17%	119
2024 Q4	$4.72M	Buy	123,550 +9,324	+8%	+$382K	0.15%	143
2024 Q3	$4.62M	Sell	114,226 -3,178	-3%	-$130K	0.14%	145
2024 Q2	$4.87M	Buy	117,404 +6,344	+6%	+$272K	0.15%	127
2024 Q1	$4.77M	Buy	111,060 +60,854	+121%	+$2.41M	0.15%	132
2023 Q4	$1.96M	Sell	50,206 -50,382	-50%	-$2M	0.15%	137
2023 Q3	$4.15M	Buy	100,588 +1,599	+2%	+$63.4K	0.16%	133
2023 Q2	$3.68M	Sell	98,989 -18,375	-16%	-$692K	0.13%	155
2023 Q1	$4.43M	Sell	117,364 -7,457	-6%	-$288K	0.15%	146
2022 Q4	$4.87M	Buy	124,821 +2,562	+2%	+$100K	0.17%	129
2022 Q3	$4.08M	Buy	122,259 +479	+0.4%	+$16.8K	0.16%	143
2022 Q2	$4.13M	Buy	121,780 +4,385	+4%	+$164K	0.14%	151
2022 Q1	$4.24M	Sell	117,395 -6,863	-6%	-$228K	0.13%	165
2021 Q4	$3.42M	Buy	124,258 +9,922	+9%	+$281K	0.1%	222
2021 Q3	$3.07M	Buy	114,336 +13,354	+13%	+$335K	0.09%	236
2021 Q2	$2.69M	Buy	100,982 +7,636	+8%	+$198K	0.08%	264
2021 Q1	$2.3M	Buy	93,346 +9,488	+11%	+$224K	0.07%	287
2020 Q4	$1.7M	Buy	83,858 +9,910	+13%	+$185K	0.06%	309
2020 Q3	$1.21M	Buy	73,948 +18,902	+34%	+$357K	0.05%	349
2020 Q2	$1.08M	Buy	55,046 +43,938	+396%	+$857K	0.05%	371
2020 Q1	$188K	Buy	+11,108	New	+$277K	0.01%	795

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

Sigma Planning Corp's IXC Position: Q2 2026 in Review

Sigma Planning Corp increased its iShares Global Energy ETF (IXC) stake by 1.5% in Q2 2026, buying an estimated $110K and bringing the position to 142,509 shares worth $7M. The position accounts for 0.18% of the portfolio, ranked #117.

Sigma Planning Corp first reported a position in IXC in Q1 2020 and has held it in 26 quarters since. The position peaked at $8.09M in Q1 2026. 333 funds tracked by Wall St. Rank hold IXC as of Q2 2026.

Sigma Planning Corp held 142,509 shares of iShares Global Energy ETF worth $7M as of Q2 2026.
Sigma Planning Corp bought 2,042 iShares Global Energy ETF shares in Q2 2026, an estimated $110K.
iShares Global Energy ETF made up 0.18% of Sigma Planning Corp's portfolio in Q2 2026, its #117 holding.
Sigma Planning Corp first reported a position in iShares Global Energy ETF in Q1 2020 and has held it in 26 quarters since.
Sigma Planning Corp's iShares Global Energy ETF position peaked at $8.09M in Q1 2026.
333 funds tracked by Wall St. Rank held iShares Global Energy ETF as of Q2 2026.

Based on Sigma Planning Corp's 13F filing for Q2 2026, filed 7 Aug 2026.