Turtle Creek Wealth Advisors
IXC icon

Turtle Creek Wealth Advisors’s iShares Global Energy ETF IXC Stock Holding History

Turtle Creek Wealth Advisors’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
Q3 		$251K Hold
4,412
– – 0.01% 395
2026
Q2 		$217K Hold
4,412
– – 0.01% 436
2026
Q1 		$254K Buy
+4,412
New +$220K 0.02% 349

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MFA Wealth Advisors
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Van Cleef Asset Management
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Financial Advisory Corporation
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Strategic Wealth Investment Group
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Sigma Planning Corp
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Client 1st Advisory Group
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Ayalon Insurance Company
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Turtle Creek Wealth Advisors's IXC Position: Q3 2026 in Review

Turtle Creek Wealth Advisors held its iShares Global Energy ETF (IXC) position steady in Q3 2026 at 4,412 shares worth $251K. The position accounts for 0.01% of the portfolio, ranked #395.

Turtle Creek Wealth Advisors first reported a position in IXC in Q1 2026 and has held it in 3 quarters since. The position peaked at $254K in Q1 2026. 131 funds tracked by Wall St. Rank hold IXC as of Q3 2026.

  • Turtle Creek Wealth Advisors held 4,412 shares of iShares Global Energy ETF worth $251K as of Q3 2026.
  • Turtle Creek Wealth Advisors left its iShares Global Energy ETF share count unchanged in Q3 2026.
  • iShares Global Energy ETF made up 0.01% of Turtle Creek Wealth Advisors's portfolio in Q3 2026, its #395 holding.
  • Turtle Creek Wealth Advisors first reported a position in iShares Global Energy ETF in Q1 2026 and has held it in 3 quarters since.
  • Turtle Creek Wealth Advisors's iShares Global Energy ETF position peaked at $254K in Q1 2026.
  • 131 funds tracked by Wall St. Rank held iShares Global Energy ETF as of Q3 2026.

Based on Turtle Creek Wealth Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.