Stone House Investment Management’s iShares Global Energy ETF IXC Stock Holding History

Stone House Investment 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
2025 Q3	–	Sell	-1	Closed	-$30	–	745
2025 Q2	$30	Hold	1	–	–	﹤0.01%	512
2025 Q1	$32	Buy	+1	New	+$40	﹤0.01%	430
2024 Q4	–	Sell	-213	Closed	-$8.61K	–	204
2024 Q3	$8.61K	Sell	213 -6,827	-97%	-$280K	﹤0.01%	233
2024 Q2	$292K	Sell	7,040 -54,200	-89%	-$2.32M	0.08%	43
2024 Q1	$2.63M	Buy	61,240 +25,336	+71%	+$1M	0.62%	23
2023 Q4	$1.4M	Buy	+35,904	New	+$1.43M	0.48%	24

Other funds holding IXC

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

ECM

Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return

VCM

Verger Capital Management Winston-Salem, North Carolina $339M AUM 19.43% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

VCM

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

Stone House Investment Management's IXC Position: Q3 2025 in Review

Stone House Investment Management sold out of iShares Global Energy ETF (IXC) in Q3 2025, closing a stake of 1 share — an estimated $30 sold.

Stone House Investment Management first reported a position in IXC in Q4 2023 and held it in 6 quarters. The position peaked at $2.63M in Q1 2024. 283 funds tracked by Wall St. Rank hold IXC as of Q3 2025.

Stone House Investment Management reported no remaining iShares Global Energy ETF position as of Q3 2025 after selling out during the quarter.
Stone House Investment Management sold 1 iShares Global Energy ETF share in Q3 2025, an estimated $30.
Stone House Investment Management first reported a position in iShares Global Energy ETF in Q4 2023 and held it in 6 quarters.
Stone House Investment Management's iShares Global Energy ETF position peaked at $2.63M in Q1 2024.
283 funds tracked by Wall St. Rank held iShares Global Energy ETF as of Q3 2025.

Based on Stone House Investment Management's 13F filing for Q3 2025, filed 27 Oct 2025.