SB
IXC icon

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 $295B AUM 31.6% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
DWM
Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
SWP
Sagespring Wealth Partners Franklin, Tennessee $5.49B AUM 19.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $4.62B AUM 25.58% 1-Year Est. Return