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

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

MFA Wealth Advisors Pittsburgh, Pennsylvania $586M AUM 27.44% 1-Year Est. Return

Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return

Client 1st Advisory Group Dunedin, Florida $372M AUM 22.43% 1-Year Est. Return

Ayalon Insurance Company Ramat Gan, Israel $815M AUM 33.1% 1-Year Est. Return

Clune & Associates Chicago, Illinois $661M AUM 21.51% 1-Year Est. Return

Sentinel Trust Houston, Texas $1.13B AUM 24.31% 1-Year Est. Return

Chesley Taft & Associates Chicago, Illinois $2.57B AUM 22.93% 1-Year Est. Return

Affiance Financial St. Louis Park, Minnesota $695M AUM 17.33% 1-Year Est. Return

BCO Wealth Management Carlsbad, New Mexico $183M AUM 15.82% 1-Year Est. Return