Smallwood Wealth Investment Management’s iShares Global Energy ETF IXC Stock Holding History

Smallwood Wealth Investment Management’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	$19.7K	Hold	400	–	–	0.01%	279
2026 Q1	$23K	Hold	400	–	–	0.01%	249
2025 Q4	$16.8K	Sell	400 -4	-1%	-$168	0.01%	271
2025 Q3	$16.9K	Hold	404	–	–	0.01%	278
2025 Q2	$15.9K	Hold	404	–	–	0.01%	271
2025 Q1	$17K	Buy	+404	New	+$16.2K	0.01%	269

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

Smallwood Wealth Investment Management's IXC Position: Q2 2026 in Review

Smallwood Wealth Investment Management held its iShares Global Energy ETF (IXC) position steady in Q2 2026 at 400 shares worth $19.7K. The position accounts for 0.01% of the portfolio, ranked #279.

Smallwood Wealth Investment Management first reported a position in IXC in Q1 2025 and has held it in 6 quarters since. The position peaked at $23K in Q1 2026. 333 funds tracked by Wall St. Rank hold IXC as of Q2 2026.

Smallwood Wealth Investment Management held 400 shares of iShares Global Energy ETF worth $19.7K as of Q2 2026.
Smallwood Wealth Investment Management left its iShares Global Energy ETF share count unchanged in Q2 2026.
iShares Global Energy ETF made up 0.01% of Smallwood Wealth Investment Management's portfolio in Q2 2026, its #279 holding.
Smallwood Wealth Investment Management first reported a position in iShares Global Energy ETF in Q1 2025 and has held it in 6 quarters since.
Smallwood Wealth Investment Management's iShares Global Energy ETF position peaked at $23K in Q1 2026.
333 funds tracked by Wall St. Rank held iShares Global Energy ETF as of Q2 2026.

Based on Smallwood Wealth Investment Management's 13F filing for Q2 2026, filed 23 Jul 2026.