Simplex Trading
IXC icon

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
2026
Q2 		$11.6K Buy
+236
New +$12.8K ﹤0.01% 7571
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 $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Schroder Investment Management Group
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
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
Treasurer of the State of North Carolina Raleigh, North Carolina $38.8B AUM 40.77% 1-Year Est. Return

Simplex Trading's IXC Position: Q2 2026 in Review

Simplex Trading opened a new position in iShares Global Energy ETF (IXC) in Q2 2026: 236 shares worth $11.6K. The stake represents ﹤0.01% of the portfolio and ranks #7571 among its holdings. This is a return to the name: Simplex Trading previously reported a position in IXC as recently as Q4 2024.

Simplex Trading first reported a position in IXC in Q4 2020 and has held it in 17 quarters since. The position peaked at $64K in Q3 2021. 333 funds tracked by Wall St. Rank hold IXC as of Q2 2026.

  • Simplex Trading held 236 shares of iShares Global Energy ETF worth $11.6K as of Q2 2026.
  • iShares Global Energy ETF was a new Simplex Trading position in Q2 2026.
  • iShares Global Energy ETF made up ﹤0.01% of Simplex Trading's portfolio in Q2 2026, its #7571 holding.
  • Simplex Trading first reported a position in iShares Global Energy ETF in Q4 2020 and has held it in 17 quarters since.
  • Simplex Trading's iShares Global Energy ETF position peaked at $64K in Q3 2021.
  • 333 funds tracked by Wall St. Rank held iShares Global Energy ETF as of Q2 2026.

Based on Simplex Trading's 13F filing for Q2 2026, filed 12 Aug 2026.