Simplex Trading
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Simplex Trading’s iShares Global Energy ETF IXC Stock Holding History

Simplex Trading’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
2025
Q1 		– Sell
-82
Closed -$3K – 9049
2024
Q4 		$3K Hold
82
– – ﹤0.01% 7885
2024
Q3 		$3K Sell
82
-837
-91% -$34.3K ﹤0.01% 7848
2024
Q2 		$38K Buy
919
+444
+93% +$19K ﹤0.01% 6344
2024
Q1 		$20K Buy
475
+405
+579% +$16K ﹤0.01% 7087
2023
Q4 		$2K Sell
70
-400
-85% -$15.9K ﹤0.01% 8283
2023
Q3 		$19K Sell
470
-62
-12% -$2.46K ﹤0.01% 6665
2023
Q2 		$19K Sell
532
-247
-32% -$9.3K ﹤0.01% 6831
2023
Q1 		$29K Buy
779
+540
+226% +$20.9K ﹤0.01% 6522
2022
Q4 		$9K Sell
239
-434
-64% -$17K ﹤0.01% 7636
2022
Q3 		$22K Buy
+673
New +$23.6K ﹤0.01% 7413
2022
Q2 		– Sell
-10
Closed – – 10493
2022
Q1 		$0 Sell
10
-2,083
-100% -$69.2K ﹤0.01% 10896
2021
Q4 		$57K Sell
2,093
-296
-12% -$8.39K ﹤0.01% 7083
2021
Q3 		$64K Hold
2,389
– – ﹤0.01% 7218
2021
Q2 		$63K Buy
2,389
+2,089
+696% +$54.3K ﹤0.01% 7363
2021
Q1 		$7K Sell
300
-100
-25% -$2.36K ﹤0.01% 8076
2020
Q4 		$8K Buy
+400
New +$7.47K ﹤0.01% 7526

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
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $4.62B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
VCM
Verger Capital Management Winston-Salem, North Carolina $339M AUM 19.43% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Simplex Trading's IXC Position: Q1 2025 in Review

Simplex Trading sold out of iShares Global Energy ETF (IXC) in Q1 2025, closing a stake of 82 shares — an estimated $3K sold.

Simplex Trading first reported a position in IXC in Q4 2020 and held it in 16 quarters. The position peaked at $64K in Q3 2021. 322 funds tracked by Wall St. Rank hold IXC as of Q1 2025.

  • Simplex Trading reported no remaining iShares Global Energy ETF position as of Q1 2025 after selling out during the quarter.
  • Simplex Trading sold 82 iShares Global Energy ETF shares in Q1 2025, an estimated $3K.
  • Simplex Trading first reported a position in iShares Global Energy ETF in Q4 2020 and held it in 16 quarters.
  • Simplex Trading's iShares Global Energy ETF position peaked at $64K in Q3 2021.
  • 322 funds tracked by Wall St. Rank held iShares Global Energy ETF as of Q1 2025.

Based on Simplex Trading's 13F filing for Q1 2025, filed 12 May 2025.