Triumph Capital Management’s iShares Global Energy ETF IXC Stock Holding History

Triumph Capital 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	$10.1K	Sell	206 -15	-7%	-$811	﹤0.01%	1151
2026 Q1	$12.7K	Sell	221 -1,615	-88%	-$80.5K	﹤0.01%	1027
2025 Q4	$77K	Buy	+1,836	New	+$77.1K	0.02%	499
2025 Q3	–	Sell	-6,763	Closed	-$266K	–	330
2025 Q2	$266K	Sell	6,763 -3,142	-32%	-$120K	0.08%	243
2025 Q1	$417K	Sell	9,905 -72	-0.7%	-$2.89K	0.14%	175
2024 Q4	$381K	Buy	9,977 +496	+5%	+$20.3K	0.13%	187
2024 Q3	$384K	Buy	+9,481	New	+$389K	0.14%	166
2022 Q2	–	Sell	-7,966	Closed	-$288K	–	218
2022 Q1	$288K	Buy	+7,966	New	+$265K	0.12%	166

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

Triumph Capital Management's IXC Position: Q2 2026 in Review

Triumph Capital Management reduced its iShares Global Energy ETF (IXC) stake by 6.8% in Q2 2026, selling an estimated $811 and leaving 206 shares worth $10.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1151.

Triumph Capital Management first reported a position in IXC in Q1 2022 and has held it in 8 quarters since. The position peaked at $417K in Q1 2025. 333 funds tracked by Wall St. Rank hold IXC as of Q2 2026.

Triumph Capital Management held 206 shares of iShares Global Energy ETF worth $10.1K as of Q2 2026.
Triumph Capital Management sold 15 iShares Global Energy ETF shares in Q2 2026, an estimated $811.
iShares Global Energy ETF made up ﹤0.01% of Triumph Capital Management's portfolio in Q2 2026, its #1151 holding.
Triumph Capital Management first reported a position in iShares Global Energy ETF in Q1 2022 and has held it in 8 quarters since.
Triumph Capital Management's iShares Global Energy ETF position peaked at $417K in Q1 2025.
333 funds tracked by Wall St. Rank held iShares Global Energy ETF as of Q2 2026.

Based on Triumph Capital Management's 13F filing for Q2 2026, filed 21 Jul 2026.