Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

Cornerstone Planning Group »

iShares S&P Global Energy Sector shares owned by Cornerstone Planning Group

Quarter-by-quarter ownership of iShares S&P Global Energy Sector (IXC) shares owned by Cornerstone Planning Group from 13F filings

Historical chart of Cornerstone Planning Group investment in iShares S&P Global Energy Sector

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P Global Energy Sector held by Cornerstone Planning Group consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download as Excel

Quarterly reported holdings in iShares S&P Global Energy Sector by Cornerstone Planning Group

Quarter filed	Position value	Share count	Share price at filing
2024-03-31	$18k	427	42.88
2023-12-31	$32k	827	39.11
2023-06-30	$2.4k	65	37.22
2022-12-31	$2.6k	65	40.05

More positions owned by Cornerstone Planning Group

Invesco Qqq Trust Series I Exchange Traded Fund (QQQ)

Vanguard Ftse Developed Markets Etf Exchange Traded Fund (VEA)

Schwab Us Dividend Equity Etf Exchange Traded Fund (SCHD)

Ishares Core S&p Small Cap Etf Exchange Traded Fund (IJR)

Ishares Morningstar Mid-cap Growth Etf Exchange Traded Fund (IMCG)

Vanguard Intermediate-term Bond Etf Exchange Traded Fund (BIV)

Ishares High Yield Systematic Bond Etf Exchange Traded Fund (HYDB)

Victoryshares Short-term Bond Etf Exchange Traded Fund (USTB)

Ishares Convertible Bond Etf Exchange Traded Fund (ICVT)

First Trust Long/short Equity Etf Exchange Traded Fund (FTLS)

First Trust Emerging Markets Small Cap Alphadex Fund Exchange Traded Fund (FEMS)

Vanguard Mid-cap Value Etf Exchange Traded Fund (VOE)

Ishares Residential And Multisector Real Estate Etf Exchange Traded Fund (REZ)

First Trust Materials Alphadex Fund Exchange Traded Fund (FXZ)

Ishares Russell 1000 Growth Etf Exchange Traded Fund (IWF)

View all positions for Cornerstone Planning Group

Top funds holding iShares S&P Global Energy Sector

Fisher Investments

Jpmorgan Chase & Co

Bank of America Corporation

Envestnet Portfolio Solutions

UBS Group

Park Avenue Securities

GW & Wade

Wells Fargo & Company

Goldman Sachs Group

Verger Capital Management

Janney Montgomery Scott

View all funds holding iShares S&P Global Energy Sector

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z