Altfest L J & Co »

iShares S&P Global Energy Sector shares owned by Altfest L J & Co

Quarter-by-quarter ownership of iShares S&P Global Energy Sector (IXC) shares owned by Altfest L J & Co from 13F filings

Historical chart of Altfest L J & Co investment in iShares S&P Global Energy Sector

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All positions including iShares S&P Global Energy Sector held by Altfest L J & Co consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares S&P Global Energy Sector by Altfest L J & Co

Quarter filed Position value Share count Share price at filing
2024-03-31 $2.6M 60k 42.95
2023-12-31 $2.3M 59k 39.11
2023-09-30 $1.8M 43k 41.26
2022-03-31 $209k 5.8k 36.11
2021-09-30 $2.3M 84k 26.85
2020-09-30 $1.8M 109k 16.40
2020-06-30 $2.1M 107k 19.54
2020-03-31 $1.6M 94k 16.89

More positions owned by Altfest L J & Co

Innovator Etfs Trust Invatr 20 Pls 9 (TBJL)
First Tr Exchange-traded No Amer Energy (EMLP)
Matthews Asia Fds Asia Innov Activ (MINV)
Innovator Etfs Trust Grwt100 Pwr Buf (NJUL)
Ishares Tr 0-5 Yr Tips Etf (STIP)
Invesco Qqq Tr Unit Ser 1 (QLD)
Vanguard World Comm Srvc Etf (VOX)
Apple (AAPL)
Spdr Ser Tr Portfolio Sh Tsr (SPTS)
Schwab Strategic Tr Us Tips Etf (SCHP)
Microsoft Corporation (MSFT)
Amazon (AMZN)
Vanguard Index Fds Real Estate Etf (VNQ)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Innovator Etfs Trust Emrgng Mkt Jan (EJAN)

View all positions for Altfest L J & Co

Top funds holding iShares S&P Global Energy Sector

Fisher Investments
Bank of America Corporation
Hsbc Holdings
Jpmorgan Chase & Co
CWM
Envestnet Portfolio Solutions
UBS Group
Advisor Group Holdings
Park Avenue Securities
GW & Wade
Wells Fargo & Company
Goldman Sachs Group
Verger Capital Management
Janney Montgomery Scott
Versant Capital Management

View all funds holding iShares S&P Global Energy Sector