Winch Advisory Services’s iShares Global Energy ETF IXC Stock Holding History

Winch Advisory Services’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	$64.3K	Hold	1,309	–	–	0.01%	176
2026 Q1	$75.4K	Hold	1,309	–	–	0.02%	147
2025 Q4	$54.9K	Hold	1,309	–	–	0.01%	163
2025 Q3	$54.7K	Hold	1,309	–	–	0.01%	160
2025 Q2	$51.4K	Hold	1,309	–	–	0.01%	160
2025 Q1	$55.1K	Sell	1,309 -173	-12%	-$6.94K	0.01%	150
2024 Q4	$56.6K	Buy	1,482 +1,313	+777%	+$53.7K	0.01%	150
2024 Q3	$6.84K	Hold	169	–	–	﹤0.01%	294
2024 Q2	$7.01K	Buy	169 +4	+2%	+$171	﹤0.01%	291
2024 Q1	$7.1K	Hold	165	–	–	﹤0.01%	285
2023 Q4	$6.46K	Buy	165 +2	+1%	+$80	﹤0.01%	292
2023 Q3	$7K	Hold	163	–	–	﹤0.01%	284
2023 Q2	$6K	Buy	163 +3	+2%	+$113	﹤0.01%	295
2023 Q1	$6K	Hold	160	–	–	﹤0.01%	288
2022 Q4	$6K	Buy	160 +5	+3%	+$196	﹤0.01%	272
2022 Q3	$5K	Hold	155	–	–	﹤0.01%	271
2022 Q2	$5K	Buy	155 +3	+2%	+$112	﹤0.01%	282
2022 Q1	$5K	Buy	+152	New	+$5.05K	﹤0.01%	312

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

Winch Advisory Services's IXC Position: Q2 2026 in Review

Winch Advisory Services held its iShares Global Energy ETF (IXC) position steady in Q2 2026 at 1,309 shares worth $64.3K. The position accounts for 0.01% of the portfolio, ranked #176.

Winch Advisory Services first reported a position in IXC in Q1 2022 and has held it in 18 quarters since. The position peaked at $75.4K in Q1 2026. 333 funds tracked by Wall St. Rank hold IXC as of Q2 2026.

Winch Advisory Services held 1,309 shares of iShares Global Energy ETF worth $64.3K as of Q2 2026.
Winch Advisory Services left its iShares Global Energy ETF share count unchanged in Q2 2026.
iShares Global Energy ETF made up 0.01% of Winch Advisory Services's portfolio in Q2 2026, its #176 holding.
Winch Advisory Services first reported a position in iShares Global Energy ETF in Q1 2022 and has held it in 18 quarters since.
Winch Advisory Services's iShares Global Energy ETF position peaked at $75.4K in Q1 2026.
333 funds tracked by Wall St. Rank held iShares Global Energy ETF as of Q2 2026.

Based on Winch Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.