Zions Bancorporation’s iShares Global Energy ETF IXC Stock Holding History

Zions Bancorporation’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
2024 Q4	$11.6K	Sell	304 -494	-62%	-$20.2K	﹤0.01%	587
2024 Q3	$32.3K	Hold	798	–	–	﹤0.01%	467
2024 Q2	$33.1K	Buy	+798	New	+$34.2K	﹤0.01%	474
2022 Q3	–	Sell	-3,560	Closed	-$121K	–	1003
2022 Q2	$121K	Hold	3,560	–	–	0.01%	359
2022 Q1	$129K	Hold	3,560	–	–	0.01%	381
2021 Q4	$98K	Sell	3,560 -9	-0.3%	-$255	0.01%	382
2021 Q3	$96K	Hold	3,569	–	–	0.01%	379
2021 Q2	$95K	Buy	+3,569	New	+$92.7K	0.01%	356

Other funds holding IXC

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

DWM

Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

SWP

Sagespring Wealth Partners Franklin, Tennessee $6.51B AUM 25.32% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

ECM

Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return

Zions Bancorporation's IXC Position: Q4 2024 in Review

Zions Bancorporation reduced its iShares Global Energy ETF (IXC) stake by 62% in Q4 2024, selling an estimated $20.2K and leaving 304 shares worth $11.6K. The position accounts for ﹤0.01% of the portfolio, ranked #587.

Zions Bancorporation first reported a position in IXC in Q2 2021 and has held it in 8 quarters since. The position peaked at $129K in Q1 2022. 376 funds tracked by Wall St. Rank hold IXC as of Q4 2024.

Zions Bancorporation held 304 shares of iShares Global Energy ETF worth $11.6K as of Q4 2024.
Zions Bancorporation sold 494 iShares Global Energy ETF shares in Q4 2024, an estimated $20.2K.
iShares Global Energy ETF made up ﹤0.01% of Zions Bancorporation's portfolio in Q4 2024, its #587 holding.
Zions Bancorporation first reported a position in iShares Global Energy ETF in Q2 2021 and has held it in 8 quarters since.
Zions Bancorporation's iShares Global Energy ETF position peaked at $129K in Q1 2022.
376 funds tracked by Wall St. Rank held iShares Global Energy ETF as of Q4 2024.

Based on Zions Bancorporation's 13F filing for Q4 2024, filed 11 Feb 2025.