Smartleaf Asset Management
IXC icon

Smartleaf Asset Management’s iShares Global Energy ETF IXC Stock Holding History

Smartleaf Asset 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
Q3 		$12.2K Buy
+214
New +$12K ﹤0.01% 2343
2025
Q2 		– Sell
-548
Closed -$22.9K – 2858
2025
Q1 		$22.9K Buy
+548
New +$22K ﹤0.01% 1549

Other funds holding IXC

JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Evergreen Capital Management
Evergreen Capital Management Bellevue, Washington $5.65B AUM 21.62% 1-Year Est. Return
Verger Capital Management
Verger Capital Management Winston-Salem, North Carolina $363M AUM 13.28% 1-Year Est. Return
Versant Capital Management
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Smartleaf Asset Management's IXC Position: Q3 2026 in Review

Smartleaf Asset Management opened a new position in iShares Global Energy ETF (IXC) in Q3 2026: 214 shares worth $12.2K. The stake represents ﹤0.01% of the portfolio and ranks #2343 among its holdings. This is a return to the name: Smartleaf Asset Management previously reported a position in IXC as recently as Q1 2025.

Smartleaf Asset Management first reported a position in IXC in Q1 2025 and has held it in 2 quarters since. The position peaked at $22.9K in Q1 2025. 260 funds tracked by Wall St. Rank hold IXC as of Q3 2026.

  • Smartleaf Asset Management held 214 shares of iShares Global Energy ETF worth $12.2K as of Q3 2026.
  • iShares Global Energy ETF was a new Smartleaf Asset Management position in Q3 2026.
  • iShares Global Energy ETF made up ﹤0.01% of Smartleaf Asset Management's portfolio in Q3 2026, its #2343 holding.
  • Smartleaf Asset Management first reported a position in iShares Global Energy ETF in Q1 2025 and has held it in 2 quarters since.
  • Smartleaf Asset Management's iShares Global Energy ETF position peaked at $22.9K in Q1 2025.
  • 260 funds tracked by Wall St. Rank held iShares Global Energy ETF as of Q3 2026.

Based on Smartleaf Asset Management's 13F filing for Q3 2026, filed 10 Nov 2026.