SWIG
IXC icon

Strategic Wealth Investment Group’s iShares Global Energy ETF IXC Stock Holding History

Strategic Wealth Investment 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
Q1 		$10.3M Sell
179,561
-3,675
-2% -$183K 1.31% 30
2025
Q4 		$7.68M Sell
183,236
-86,378
-32% -$3.63M 0.94% 42
2025
Q3 		$11.3M Buy
269,614
+257,548
+2,134% +$10.5M 0.95% 42
2025
Q2 		$474K Buy
12,066
+1,447
+14% +$55.5K 0.69% 38
2025
Q1 		$447K Sell
10,619
-179,982
-94% -$7.22M 0.78% 38
2024
Q4 		$7.28M Sell
190,601
-27,581
-13% -$1.13M 0.8% 42
2024
Q3 		$9.02M Buy
218,182
+75,242
+53% +$3.09M 0.97% 42
2024
Q2 		$5.95M Buy
+142,940
New +$6.13M 0.75% 52
2023
Q4 		$258K Buy
+6,598
New +$262K 0.04% 113

Other funds holding IXC

HSBC Holdings
HSBC Holdings London, United Kingdom $168B AUM 27.2% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $4.61B AUM 25.58% 1-Year Est. Return
VCM
Verger Capital Management Winston-Salem, North Carolina $339M AUM 19.43% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return