Y-Intercept (HK)’s iShares Global Energy ETF IXC Stock Holding History

Y-Intercept (HK)’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	$328K	Buy	+6,684	New	+$361K	0.01%	1439
2025 Q2	–	Sell	-13,434	Closed	-$565K	–	1826
2025 Q1	$565K	Buy	+13,434	New	+$539K	0.04%	647
2024 Q3	–	Sell	-5,778	Closed	-$240K	–	1556
2024 Q2	$240K	Sell	5,778 -36,801	-86%	-$1.58M	0.01%	1109
2024 Q1	$1.83M	Buy	42,579 +36,596	+612%	+$1.45M	0.14%	185
2023 Q4	$234K	Buy	5,983 +963	+19%	+$38.3K	0.02%	924
2023 Q3	$207K	Buy	+5,020	New	+$199K	0.02%	903

Other funds holding IXC

VCM

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

MWA

MFA Wealth Advisors Pittsburgh, Pennsylvania $587M AUM 27.44% 1-Year Est. Return

FAC

Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return

C1AG

Client 1st Advisory Group Dunedin, Florida $384M AUM 22.43% 1-Year Est. Return

AIC

Ayalon Insurance Company Ramat Gan, Israel $815M AUM 33.1% 1-Year Est. Return

Clune & Associates Chicago, Illinois $661M AUM 21.51% 1-Year Est. Return

Sentinel Trust Houston, Texas $1.13B AUM 24.31% 1-Year Est. Return

SFG

Snider Financial Group Bellevue, Washington $393M AUM 21.88% 1-Year Est. Return

RFW

Rainier Family Wealth Tacoma, Washington $176M AUM 26.86% 1-Year Est. Return

CTA

Chesley Taft & Associates Chicago, Illinois $2.57B AUM 22.93% 1-Year Est. Return

Y-Intercept (HK)'s IXC Position: Q2 2026 in Review

Y-Intercept (HK) opened a new position in iShares Global Energy ETF (IXC) in Q2 2026: 6,684 shares worth $328K. The stake represents 0.01% of the portfolio and ranks #1439 among its holdings. This is a return to the name: Y-Intercept (HK) previously reported a position in IXC as recently as Q1 2025.

Y-Intercept (HK) first reported a position in IXC in Q3 2023 and has held it in 6 quarters since. The position peaked at $1.83M in Q1 2024. 34 funds tracked by Wall St. Rank hold IXC as of Q2 2026.

Y-Intercept (HK) held 6,684 shares of iShares Global Energy ETF worth $328K as of Q2 2026.
iShares Global Energy ETF was a new Y-Intercept (HK) position in Q2 2026.
iShares Global Energy ETF made up 0.01% of Y-Intercept (HK)'s portfolio in Q2 2026, its #1439 holding.
Y-Intercept (HK) first reported a position in iShares Global Energy ETF in Q3 2023 and has held it in 6 quarters since.
Y-Intercept (HK)'s iShares Global Energy ETF position peaked at $1.83M in Q1 2024.
34 funds tracked by Wall St. Rank held iShares Global Energy ETF as of Q2 2026.

Based on Y-Intercept (HK)'s 13F filing for Q2 2026, filed 14 Jul 2026.