Sowell Financial Services’s iShares Global Energy ETF IXC Stock Holding History

Sowell Financial Services’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	$588K	Sell	11,976 -673	-5%	-$36.4K	0.02%	596
2026 Q1	$729K	Sell	12,649 -579	-4%	-$28.8K	0.03%	520
2025 Q4	$555K	Buy	13,228 +7,552	+133%	+$317K	0.02%	615
2025 Q3	$237K	Sell	5,676 -1,284	-18%	-$52.3K	0.01%	916
2025 Q2	$273K	Sell	6,960 -34	-0.5%	-$1.3K	0.01%	827
2025 Q1	$294K	Buy	+6,994	New	+$281K	0.01%	777
2024 Q2	–	Sell	-11,919	Closed	-$512K	–	548
2024 Q1	$512K	Sell	11,919 -172	-1%	-$6.81K	0.02%	447
2023 Q4	$473K	Buy	+12,091	New	+$481K	0.03%	437
2021 Q2	–	Sell	-1,278	Closed	-$34K	–	1637
2021 Q1	$34K	Buy	1,278 +478	+60%	+$11.3K	﹤0.01%	1819
2020 Q4	$16K	Sell	800 -300	-27%	-$5.61K	﹤0.01%	1837
2020 Q3	$18K	Hold	1,100	–	–	﹤0.01%	1605
2020 Q2	$21K	Buy	1,100 +700	+175%	+$13.7K	﹤0.01%	1441
2020 Q1	$7K	Hold	400	–	–	﹤0.01%	1716
2019 Q4	$12K	Sell	400 -91	-19%	-$2.79K	﹤0.01%	1626
2019 Q3	$15K	Buy	+491	New	+$15K	﹤0.01%	1392

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

Sowell Financial Services's IXC Position: Q2 2026 in Review

Sowell Financial Services reduced its iShares Global Energy ETF (IXC) stake by 5.3% in Q2 2026, selling an estimated $36.4K and leaving 11,976 shares worth $588K. The position accounts for 0.02% of the portfolio, ranked #596.

Sowell Financial Services first reported a position in IXC in Q3 2019 and has held it in 15 quarters since. The position peaked at $729K in Q1 2026. 333 funds tracked by Wall St. Rank hold IXC as of Q2 2026.

Sowell Financial Services held 11,976 shares of iShares Global Energy ETF worth $588K as of Q2 2026.
Sowell Financial Services sold 673 iShares Global Energy ETF shares in Q2 2026, an estimated $36.4K.
iShares Global Energy ETF made up 0.02% of Sowell Financial Services's portfolio in Q2 2026, its #596 holding.
Sowell Financial Services first reported a position in iShares Global Energy ETF in Q3 2019 and has held it in 15 quarters since.
Sowell Financial Services's iShares Global Energy ETF position peaked at $729K in Q1 2026.
333 funds tracked by Wall St. Rank held iShares Global Energy ETF as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.