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Sound Income Strategies’s iShares Global Energy ETF IXC Stock Holding History

Sound Income Strategies’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 		– Sell
-2,061
Closed -$115K – 1443
2026
Q1 		$115K Sell
2,061
-10
-0.5% -$498 0.01% 554
2025
Q4 		$91.5K Buy
2,071
+400
+24% +$16.8K ﹤0.01% 606
2025
Q3 		$69.1K Sell
1,671
-87
-5% -$3.54K ﹤0.01% 491
2025
Q2 		$69.1K Buy
1,758
+1,680
+2,154% +$64.4K ﹤0.01% 459
2025
Q1 		$3.26K Sell
78
-182
-70% -$7.3K ﹤0.01% 1149
2024
Q4 		$9.93K Sell
260
-1,780
-87% -$72.9K ﹤0.01% 840
2024
Q3 		$82.6K Sell
2,040
-26
-1% -$1.07K 0.01% 370
2024
Q2 		$85.7K Buy
2,066
+280
+16% +$12K 0.01% 354
2024
Q1 		$76.7K Buy
1,786
+400
+29% +$15.8K 0.01% 355
2023
Q4 		$54.2K Buy
+1,386
New +$55.1K ﹤0.01% 388
2020
Q2 		– Sell
-33
Closed -$1K – 824
2020
Q1 		$1K Hold
33
– – ﹤0.01% 669
2019
Q4 		$1K Buy
33
+1
+3% +$31 ﹤0.01% 633
2019
Q3 		$1K Hold
32
– – ﹤0.01% 597
2019
Q2 		$1K Buy
32
+1
+3% +$33 ﹤0.01% 598
2019
Q1 		$1K Hold
31
– – ﹤0.01% 602
2018
Q4 		$1K Hold
31
– – ﹤0.01% 598
2018
Q3 		$1K Buy
+31
New +$1.15K ﹤0.01% 618
2018
Q2 		– Sell
-31
Closed -$1K – 694
2018
Q1 		$1K Buy
+31
New +$1.09K ﹤0.01% 527

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
Evergreen Capital Management
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 $1.17B AUM 28.44% 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

Sound Income Strategies's IXC Position: Q2 2026 in Review

Sound Income Strategies sold out of iShares Global Energy ETF (IXC) in Q2 2026, closing a stake of 2,061 shares — an estimated $115K sold.

Sound Income Strategies first reported a position in IXC in Q1 2018 and held it in 18 quarters. The position peaked at $115K in Q1 2026. 336 funds tracked by Wall St. Rank hold IXC as of Q2 2026.

  • Sound Income Strategies reported no remaining iShares Global Energy ETF position as of Q2 2026 after selling out during the quarter.
  • Sound Income Strategies sold 2,061 iShares Global Energy ETF shares in Q2 2026, an estimated $115K.
  • Sound Income Strategies first reported a position in iShares Global Energy ETF in Q1 2018 and held it in 18 quarters.
  • Sound Income Strategies's iShares Global Energy ETF position peaked at $115K in Q1 2026.
  • 336 funds tracked by Wall St. Rank held iShares Global Energy ETF as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.