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

Western Wealth Management’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
-6,902
Closed -$398K – 1033
2026
Q1 		$398K Sell
6,902
-7,761
-53% -$387K 0.02% 699
2025
Q4 		$615K Sell
14,663
-4,454
-23% -$187K 0.03% 466
2025
Q3 		$798K Sell
19,117
-337
-2% -$13.7K 0.04% 347
2025
Q2 		$764K Buy
19,454
+612
+3% +$23.5K 0.05% 323
2025
Q1 		$793K Sell
18,842
-105
-0.6% -$4.21K 0.05% 290
2024
Q4 		$723K Buy
18,947
+3
+0% +$123 0.04% 366
2024
Q3 		$767K Buy
18,944
+532
+3% +$21.8K 0.04% 353
2024
Q2 		$764K Sell
18,412
-740
-4% -$31.7K 0.06% 272
2024
Q1 		$823K Sell
19,152
-2,008
-9% -$79.5K 0.06% 259
2023
Q4 		$828K Buy
21,160
+1,486
+8% +$59.1K 0.06% 309
2023
Q3 		$812K Sell
19,674
-125
-0.6% -$4.96K 0.07% 291
2023
Q2 		$737K Buy
19,799
+8,602
+77% +$324K 0.06% 300
2023
Q1 		$423K Sell
11,197
-1,712
-13% -$66.1K 0.04% 410
2022
Q4 		$503K Sell
12,909
-10,663
-45% -$417K 0.05% 335
2022
Q3 		$785K Buy
+23,572
New +$827K 0.05% 371
2022
Q1 		– Sell
-17,661
Closed -$485K – 840
2021
Q4 		$485K Buy
+17,661
New +$501K 0.05% 335
2021
Q2 		$481K Buy
18,104
+663
+4% +$17.2K 0.05% 367
2021
Q1 		$430K Buy
17,441
+2,195
+14% +$51.8K 0.06% 320
2020
Q4 		$310K Buy
15,246
+3,116
+26% +$58.2K 0.05% 344
2020
Q3 		$199K Buy
+12,130
New +$229K 0.03% 418

Other funds holding IXC

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Schroder Investment Management Group
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
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
Treasurer of the State of North Carolina Raleigh, North Carolina $38.8B AUM 40.77% 1-Year Est. Return

Western Wealth Management's IXC Position: Q2 2026 in Review

Western Wealth Management sold out of iShares Global Energy ETF (IXC) in Q2 2026, closing a stake of 6,902 shares — an estimated $398K sold.

Western Wealth Management first reported a position in IXC in Q3 2020 and held it in 20 quarters. The position peaked at $828K in Q4 2023. 333 funds tracked by Wall St. Rank hold IXC as of Q2 2026.

  • Western Wealth Management reported no remaining iShares Global Energy ETF position as of Q2 2026 after selling out during the quarter.
  • Western Wealth Management sold 6,902 iShares Global Energy ETF shares in Q2 2026, an estimated $398K.
  • Western Wealth Management first reported a position in iShares Global Energy ETF in Q3 2020 and held it in 20 quarters.
  • Western Wealth Management's iShares Global Energy ETF position peaked at $828K in Q4 2023.
  • 333 funds tracked by Wall St. Rank held iShares Global Energy ETF as of Q2 2026.

Based on Western Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.