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 Q2	$7.75M	Sell	157,645 -21,916	-12%	-$1.19M	0.94%	43
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

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

Strategic Wealth Investment Group's IXC Position: Q2 2026 in Review

Strategic Wealth Investment Group reduced its iShares Global Energy ETF (IXC) stake by 12% in Q2 2026, selling an estimated $1.19M and leaving 157,645 shares worth $7.75M. The position accounts for 0.94% of the portfolio, ranked #43.

Strategic Wealth Investment Group first reported a position in IXC in Q4 2023 and has held it in 10 quarters since. The position peaked at $11.3M in Q3 2025. 333 funds tracked by Wall St. Rank hold IXC as of Q2 2026.

Strategic Wealth Investment Group held 157,645 shares of iShares Global Energy ETF worth $7.75M as of Q2 2026.
Strategic Wealth Investment Group sold 21,916 iShares Global Energy ETF shares in Q2 2026, an estimated $1.19M.
iShares Global Energy ETF made up 0.94% of Strategic Wealth Investment Group's portfolio in Q2 2026, its #43 holding.
Strategic Wealth Investment Group first reported a position in iShares Global Energy ETF in Q4 2023 and has held it in 10 quarters since.
Strategic Wealth Investment Group's iShares Global Energy ETF position peaked at $11.3M in Q3 2025.
333 funds tracked by Wall St. Rank held iShares Global Energy ETF as of Q2 2026.

Based on Strategic Wealth Investment Group's 13F filing for Q2 2026, filed 4 Aug 2026.