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

Synergy 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
2026 Q2	$53.2K	Buy	1,083 +10	+0.9%	+$541	0.01%	373
2026 Q1	$61.8K	Buy	+1,073	New	+$53.5K	0.02%	257
2025 Q2	–	Sell	-641	Closed	-$27K	–	332
2025 Q1	$27K	Sell	641 -5,685	-90%	-$228K	0.01%	281
2024 Q4	$242K	Buy	+6,326	New	+$259K	0.1%	103

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 $1.17B AUM 28.44% 1-Year Est. Return

Treasurer of the State of North Carolina Raleigh, North Carolina $38.8B AUM 40.77% 1-Year Est. Return

Synergy Investment Management's IXC Position: Q2 2026 in Review

Synergy Investment Management increased its iShares Global Energy ETF (IXC) stake by 0.93% in Q2 2026, buying an estimated $541 and bringing the position to 1,083 shares worth $53.2K. The position accounts for 0.01% of the portfolio, ranked #373.

Synergy Investment Management first reported a position in IXC in Q4 2024 and has held it in 4 quarters since. The position peaked at $242K in Q4 2024. 336 funds tracked by Wall St. Rank hold IXC as of Q2 2026.

Synergy Investment Management held 1,083 shares of iShares Global Energy ETF worth $53.2K as of Q2 2026.
Synergy Investment Management bought 10 iShares Global Energy ETF shares in Q2 2026, an estimated $541.
iShares Global Energy ETF made up 0.01% of Synergy Investment Management's portfolio in Q2 2026, its #373 holding.
Synergy Investment Management first reported a position in iShares Global Energy ETF in Q4 2024 and has held it in 4 quarters since.
Synergy Investment Management's iShares Global Energy ETF position peaked at $242K in Q4 2024.
336 funds tracked by Wall St. Rank held iShares Global Energy ETF as of Q2 2026.

Based on Synergy Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.