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 Q2	–	Sell	-17	Closed	-$992	–	1222
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

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

Twin Peaks Wealth Advisors's IXC Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of iShares Global Energy ETF (IXC) in Q2 2026, closing a stake of 17 shares — an estimated $992 sold.

Twin Peaks Wealth Advisors first reported a position in IXC in Q1 2024 and held it in 3 quarters. The position peaked at $309K in Q1 2024. 336 funds tracked by Wall St. Rank hold IXC as of Q2 2026.

Twin Peaks Wealth Advisors reported no remaining iShares Global Energy ETF position as of Q2 2026 after selling out during the quarter.
Twin Peaks Wealth Advisors sold 17 iShares Global Energy ETF shares in Q2 2026, an estimated $992.
Twin Peaks Wealth Advisors first reported a position in iShares Global Energy ETF in Q1 2024 and held it in 3 quarters.
Twin Peaks Wealth Advisors's iShares Global Energy ETF position peaked at $309K in Q1 2024.
336 funds tracked by Wall St. Rank held iShares Global Energy ETF as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.