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Simmons Bank’s iShares Global Energy ETF IXC Stock Holding History

Simmons Bank’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
2024
Q4 		– Sell
-5,138
Closed -$208K – 339
2024
Q3 		$208K Hold
5,138
– – 0.02% 325
2024
Q2 		$213K Sell
5,138
-579
-10% -$24.8K 0.02% 314
2024
Q1 		$246K Hold
5,717
– – 0.02% 305
2023
Q4 		$224K Hold
5,717
– – 0.02% 310
2023
Q3 		$236K Hold
5,717
– – 0.02% 295
2023
Q2 		$213K Sell
5,717
-581
-9% -$21.9K 0.02% 316
2023
Q1 		$238K Sell
6,298
-494
-7% -$19.1K 0.02% 316
2022
Q4 		$265K Sell
6,792
-922
-12% -$36.1K 0.02% 307
2022
Q3 		$257K Sell
7,714
-994
-11% -$34.9K 0.02% 303
2022
Q2 		$295K Sell
8,708
-5,807
-40% -$217K 0.03% 304
2022
Q1 		$525K Sell
14,515
-3,110
-18% -$103K 0.04% 262
2021
Q4 		$485K Sell
17,625
-882
-5% -$25K 0.03% 286
2021
Q3 		$497K Sell
18,507
-863
-4% -$21.6K 0.04% 280
2021
Q2 		$515K Sell
19,370
-7,269
-27% -$189K 0.04% 274
2021
Q1 		$657K Sell
26,639
-14,245
-35% -$336K 0.05% 247
2020
Q4 		$831K Sell
40,884
-20,074
-33% -$375K 0.07% 222
2020
Q3 		$1M Buy
60,958
+8,436
+16% +$159K 0.08% 185
2020
Q2 		$1.03M Buy
52,522
+20,632
+65% +$403K 0.08% 181
2020
Q1 		$538K Buy
+31,890
New +$796K 0.05% 232

Other funds holding IXC

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
DWM
Dynasty Wealth Management St. Petersburg, Florida $13.5B AUM 21.55% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
SWP
Sagespring Wealth Partners Franklin, Tennessee $6.51B AUM 25.32% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return

Simmons Bank's IXC Position: Q4 2024 in Review

Simmons Bank sold out of iShares Global Energy ETF (IXC) in Q4 2024, closing a stake of 5,138 shares — an estimated $208K sold.

Simmons Bank first reported a position in IXC in Q1 2020 and held it in 19 quarters. The position peaked at $1.03M in Q2 2020. 376 funds tracked by Wall St. Rank hold IXC as of Q4 2024.

  • Simmons Bank reported no remaining iShares Global Energy ETF position as of Q4 2024 after selling out during the quarter.
  • Simmons Bank sold 5,138 iShares Global Energy ETF shares in Q4 2024, an estimated $208K.
  • Simmons Bank first reported a position in iShares Global Energy ETF in Q1 2020 and held it in 19 quarters.
  • Simmons Bank's iShares Global Energy ETF position peaked at $1.03M in Q2 2020.
  • 376 funds tracked by Wall St. Rank held iShares Global Energy ETF as of Q4 2024.

Based on Simmons Bank's 13F filing for Q4 2024, filed 5 Feb 2025.