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Spire Wealth Management’s iShares Global Energy ETF IXC Stock Holding History

Spire Wealth 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
Q2 		$196K Buy
3,999
+77
+2% +$4.16K 0.01% 792
2026
Q1 		$226K Sell
3,922
-41
-1% -$2.04K 0.01% 741
2025
Q4 		$166K Sell
3,963
-4
-0.1% -$168 0.01% 849
2025
Q3 		$166K Hold
3,967
– – 0.01% 835
2025
Q2 		$156K Sell
3,967
-720
-15% -$27.6K 0.01% 830
2025
Q1 		$197K Sell
4,687
-84
-2% -$3.37K 0.01% 826
2024
Q4 		$182K Buy
4,771
+201
+4% +$8.23K 0.01% 849
2024
Q3 		$185K Sell
4,570
-140
-3% -$5.74K 0.01% 746
2024
Q2 		$196K Sell
4,710
-19,911
-81% -$853K 0.01% 725
2024
Q1 		$1.06M Buy
24,621
+2,908
+13% +$115K 0.02% 364
2023
Q4 		$812K Buy
21,713
+20,815
+2,318% +$827K 0.03% 405
2023
Q3 		$37.1K Buy
898
+2
+0.2% +$79 ﹤0.01% 1279
2023
Q2 		$33.4K Sell
896
-25
-3% -$941 ﹤0.01% 1371
2023
Q1 		$35K Buy
921
+791
+608% +$30.5K ﹤0.01% 1366
2022
Q4 		$5K Hold
130
– – ﹤0.01% 1831
2022
Q3 		$4K Sell
130
-889
-87% -$31.2K ﹤0.01% 1796
2022
Q2 		$35K Sell
1,019
-800
-44% -$30K ﹤0.01% 1444
2022
Q1 		$66K Sell
1,819
-481
-21% -$16K ﹤0.01% 1338
2021
Q4 		$63K Buy
2,300
+803
+54% +$22.8K ﹤0.01% 1608
2021
Q3 		$40K Buy
1,497
+105
+8% +$2.63K ﹤0.01% 1570
2021
Q2 		$37K Sell
1,392
-632
-31% -$16.4K ﹤0.01% 1612
2021
Q1 		$50K Buy
+2,024
New +$47.8K ﹤0.01% 1722

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
ECM
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 $1.12B AUM 34.21% 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

Spire Wealth Management's IXC Position: Q2 2026 in Review

Spire Wealth Management increased its iShares Global Energy ETF (IXC) stake by 2% in Q2 2026, buying an estimated $4.16K and bringing the position to 3,999 shares worth $196K. The position accounts for 0.01% of the portfolio, ranked #792.

Spire Wealth Management first reported a position in IXC in Q1 2021 and has held it in 22 quarters since. The position peaked at $1.06M in Q1 2024. 333 funds tracked by Wall St. Rank hold IXC as of Q2 2026.

  • Spire Wealth Management held 3,999 shares of iShares Global Energy ETF worth $196K as of Q2 2026.
  • Spire Wealth Management bought 77 iShares Global Energy ETF shares in Q2 2026, an estimated $4.16K.
  • iShares Global Energy ETF made up 0.01% of Spire Wealth Management's portfolio in Q2 2026, its #792 holding.
  • Spire Wealth Management first reported a position in iShares Global Energy ETF in Q1 2021 and has held it in 22 quarters since.
  • Spire Wealth Management's iShares Global Energy ETF position peaked at $1.06M in Q1 2024.
  • 333 funds tracked by Wall St. Rank held iShares Global Energy ETF as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.