Snider Financial Group’s iShares Global Energy ETF IXC Stock Holding History

Snider Financial Group’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	$2.58M	Buy	+52,427	New	+$2.84M	0.66%	38
2023 Q2	–	Sell	-86,852	Closed	-$3.28M	–	61
2023 Q1	$3.28M	Sell	86,852 -39,822	-31%	-$1.54M	1.75%	20
2022 Q4	$4.94M	Sell	126,674 -3,229	-2%	-$126K	2.73%	9
2022 Q3	$4.75M	Buy	129,903 +870	+0.7%	+$30.5K	2.58%	11
2022 Q2	$4.37M	Buy	129,033 +15,073	+13%	+$564K	2.38%	14
2022 Q1	$4.12M	Sell	113,960 -15,303	-12%	-$508K	1.87%	20
2021 Q4	$3.65M	Buy	129,263 +2,375	+2%	+$67.3K	1.55%	24
2021 Q3	$3.69M	Buy	126,888 +27,904	+28%	+$700K	1.61%	21
2021 Q2	$2.42M	Buy	+98,984	New	+$2.57M	1.14%	30

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

Snider Financial Group's IXC Position: Q2 2026 in Review

Snider Financial Group opened a new position in iShares Global Energy ETF (IXC) in Q2 2026: 52,427 shares worth $2.58M. The stake represents 0.66% of the portfolio and ranks #38 among its holdings. This is a return to the name: Snider Financial Group previously reported a position in IXC as recently as Q1 2023.

Snider Financial Group first reported a position in IXC in Q2 2021 and has held it in 9 quarters since. The position peaked at $4.94M in Q4 2022. 333 funds tracked by Wall St. Rank hold IXC as of Q2 2026.

Snider Financial Group held 52,427 shares of iShares Global Energy ETF worth $2.58M as of Q2 2026.
iShares Global Energy ETF was a new Snider Financial Group position in Q2 2026.
iShares Global Energy ETF made up 0.66% of Snider Financial Group's portfolio in Q2 2026, its #38 holding.
Snider Financial Group first reported a position in iShares Global Energy ETF in Q2 2021 and has held it in 9 quarters since.
Snider Financial Group's iShares Global Energy ETF position peaked at $4.94M in Q4 2022.
333 funds tracked by Wall St. Rank held iShares Global Energy ETF as of Q2 2026.

Based on Snider Financial Group's 13F filing for Q2 2026, filed 14 Jul 2026.