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Wealth Management Associates’s iShares Global Energy ETF IXC Stock Holding History

Wealth Management Associates’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 		$904K Buy
15,690
+1,095
+8% +$54.6K 0.31% 68
2025
Q4 		$612K Buy
14,595
+35
+0.2% +$1.47K 0.21% 90
2025
Q3 		$608K Hold
14,560
– – 0.22% 89
2025
Q2 		$572K Buy
14,560
+100
+0.7% +$3.83K 0.22% 86
2025
Q1 		$608K Buy
14,460
+535
+4% +$21.5K 0.26% 75
2024
Q4 		$532K Hold
13,925
– – 0.23% 85
2024
Q3 		$564K Sell
13,925
-90
-0.6% -$3.69K 0.25% 84
2024
Q2 		$582K Hold
14,015
– – 0.27% 74
2024
Q1 		$582K Buy
14,015
+390
+3% +$15.4K 0.27% 74
2023
Q4 		$533K Buy
13,625
+400
+3% +$15.9K 0.28% 77
2023
Q3 		$546K Sell
13,225
-25
-0.2% -$991 0.32% 73
2023
Q2 		$493K Buy
13,250
+340
+3% +$12.8K 0.28% 77
2023
Q1 		$487K Hold
12,910
– – 0.3% 80
2022
Q4 		$503K Buy
12,910
+150
+1% +$5.87K 0.34% 70
2022
Q3 		$425K Buy
12,760
+375
+3% +$13.2K 0.3% 92
2022
Q2 		$420K Buy
12,385
+150
+1% +$5.62K 0.29% 90
2022
Q1 		$442K Hold
12,235
– – 0.25% 104
2021
Q4 		$337K Buy
12,235
+205
+2% +$5.81K 0.18% 141
2021
Q3 		$323K Hold
12,030
– – 0.19% 130
2021
Q2 		$320K Hold
12,030
– – 0.18% 135
2021
Q1 		$297K Buy
12,030
+280
+2% +$6.61K 0.19% 128
2020
Q4 		$239K Buy
11,750
+875
+8% +$16.4K 0.16% 151
2020
Q3 		$178K Buy
+10,875
New +$205K 0.14% 152

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 $4.62B AUM 25.58% 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

Wealth Management Associates's IXC Position: Q1 2026 in Review

Wealth Management Associates increased its iShares Global Energy ETF (IXC) stake by 7.5% in Q1 2026, buying an estimated $54.6K and bringing the position to 15,690 shares worth $904K. The position accounts for 0.31% of the portfolio, ranked #68.

Wealth Management Associates first reported a position in IXC in Q3 2020 and has held it in 23 quarters since. 342 funds tracked by Wall St. Rank hold IXC as of Q1 2026.

  • Wealth Management Associates held 15,690 shares of iShares Global Energy ETF worth $904K as of Q1 2026.
  • Wealth Management Associates bought 1,095 iShares Global Energy ETF shares in Q1 2026, an estimated $54.6K.
  • iShares Global Energy ETF made up 0.31% of Wealth Management Associates's portfolio in Q1 2026, its #68 holding.
  • Wealth Management Associates first reported a position in iShares Global Energy ETF in Q3 2020 and has held it in 23 quarters since.
  • 342 funds tracked by Wall St. Rank held iShares Global Energy ETF as of Q1 2026.

Based on Wealth Management Associates's 13F filing for Q1 2026, filed 13 May 2026.