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Twin Peaks Wealth Advisors’s iShares Global Energy ETF IXC Stock Holding History

Twin Peaks 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
Q1 		$992 Buy
+17
New +$847 ﹤0.01% 1903
2025
Q3 		– Sell
-17
Closed -$685 – 1155
2025
Q2 		$685 Buy
+17
New +$652 ﹤0.01% 1849
2024
Q2 		– Sell
-7,205
Closed -$309K – 134
2024
Q1 		$309K Buy
+7,205
New +$285K 0.17% 102

Other funds holding IXC

HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
VCM
Verger Capital Management Winston-Salem, North Carolina $339M AUM 19.43% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

Twin Peaks Wealth Advisors's IXC Position: Q1 2026 in Review

Twin Peaks Wealth Advisors opened a new position in iShares Global Energy ETF (IXC) in Q1 2026: 17 shares worth $992. The stake represents ﹤0.01% of the portfolio and ranks #1903 among its holdings. This is a return to the name: Twin Peaks Wealth Advisors previously reported a position in IXC as recently as Q2 2025.

Twin Peaks Wealth Advisors first reported a position in IXC in Q1 2024 and has held it in 3 quarters since. The position peaked at $309K in Q1 2024. 342 funds tracked by Wall St. Rank hold IXC as of Q1 2026.

  • Twin Peaks Wealth Advisors held 17 shares of iShares Global Energy ETF worth $992 as of Q1 2026.
  • iShares Global Energy ETF was a new Twin Peaks Wealth Advisors position in Q1 2026.
  • iShares Global Energy ETF made up ﹤0.01% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #1903 holding.
  • Twin Peaks Wealth Advisors first reported a position in iShares Global Energy ETF in Q1 2024 and has held it in 3 quarters since.
  • Twin Peaks Wealth Advisors's iShares Global Energy ETF position peaked at $309K in Q1 2024.
  • 342 funds tracked by Wall St. Rank held iShares Global Energy ETF as of Q1 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.