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Wedmont Private Capital’s iShares Global Energy ETF IXC Stock Holding History

Wedmont Private Capital’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 		$210K Buy
+3,505
New +$196K 0.01% 946
2026
Q1 		– Sell
-5,667
Closed -$236K – 859
2025
Q4 		$236K Buy
5,667
+28
+0.5% +$1.18K 0.01% 723
2025
Q3 		$237K Sell
5,639
-19
-0.3% -$774 0.01% 692
2025
Q2 		$229K Buy
+5,658
New +$217K 0.01% 679

Other funds holding IXC

VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
MWA
MFA Wealth Advisors Pittsburgh, Pennsylvania $589M AUM 19.71% 1-Year Est. Return
AIC
Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return
CA
Clune & Associates Chicago, Illinois $654M AUM 13.19% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
MBT
Montecito Bank & Trust Santa Barbara, California $660M AUM 18.73% 1-Year Est. Return
DI
Decision Investments San Diego, California $110M AUM 52.83% 1-Year Est. Return

Wedmont Private Capital's IXC Position: Q3 2026 in Review

Wedmont Private Capital opened a new position in iShares Global Energy ETF (IXC) in Q3 2026: 3,505 shares worth $210K. The stake represents 0.01% of the portfolio and ranks #946 among its holdings. This is a return to the name: Wedmont Private Capital previously reported a position in IXC as recently as Q4 2025.

Wedmont Private Capital first reported a position in IXC in Q2 2025 and has held it in 4 quarters since. The position peaked at $237K in Q3 2025. 16 funds tracked by Wall St. Rank hold IXC as of Q3 2026.

  • Wedmont Private Capital held 3,505 shares of iShares Global Energy ETF worth $210K as of Q3 2026.
  • iShares Global Energy ETF was a new Wedmont Private Capital position in Q3 2026.
  • iShares Global Energy ETF made up 0.01% of Wedmont Private Capital's portfolio in Q3 2026, its #946 holding.
  • Wedmont Private Capital first reported a position in iShares Global Energy ETF in Q2 2025 and has held it in 4 quarters since.
  • Wedmont Private Capital's iShares Global Energy ETF position peaked at $237K in Q3 2025.
  • 16 funds tracked by Wall St. Rank held iShares Global Energy ETF as of Q3 2026.

Based on Wedmont Private Capital's 13F filing for Q3 2026, filed 9 Oct 2026.