SYM Financial Corp’s iShares Global Energy ETF IXC Stock Holding History

SYM Financial Corp’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	$23.3K	Hold	475	–	–	﹤0.01%	460
2026 Q1	$27.4K	Hold	475	–	–	﹤0.01%	380
2025 Q4	$19.9K	Sell	475 -152	-24%	-$6.38K	﹤0.01%	391
2025 Q3	$26.2K	Hold	627	–	–	﹤0.01%	376
2025 Q2	$24.6K	Hold	627	–	–	﹤0.01%	379
2025 Q1	$26.4K	Hold	627	–	–	﹤0.01%	325
2024 Q4	$23.9K	Hold	627	–	–	﹤0.01%	298
2024 Q3	$25.4K	Hold	627	–	–	﹤0.01%	240
2024 Q2	$26K	Hold	627	–	–	﹤0.01%	224
2024 Q1	$26.9K	Hold	627	–	–	﹤0.01%	142
2023 Q4	$24.5K	Hold	627	–	–	﹤0.01%	159
2023 Q3	$25.9K	Buy	+627	New	+$24.9K	﹤0.01%	144

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

SYM Financial Corp's IXC Position: Q2 2026 in Review

SYM Financial Corp held its iShares Global Energy ETF (IXC) position steady in Q2 2026 at 475 shares worth $23.3K. The position accounts for ﹤0.01% of the portfolio, ranked #460.

SYM Financial Corp first reported a position in IXC in Q3 2023 and has held it in 12 quarters since. The position peaked at $27.4K in Q1 2026. 333 funds tracked by Wall St. Rank hold IXC as of Q2 2026.

SYM Financial Corp held 475 shares of iShares Global Energy ETF worth $23.3K as of Q2 2026.
SYM Financial Corp left its iShares Global Energy ETF share count unchanged in Q2 2026.
iShares Global Energy ETF made up ﹤0.01% of SYM Financial Corp's portfolio in Q2 2026, its #460 holding.
SYM Financial Corp first reported a position in iShares Global Energy ETF in Q3 2023 and has held it in 12 quarters since.
SYM Financial Corp's iShares Global Energy ETF position peaked at $27.4K in Q1 2026.
333 funds tracked by Wall St. Rank held iShares Global Energy ETF as of Q2 2026.

Based on SYM Financial Corp's 13F filing for Q2 2026, filed 4 Aug 2026.