Liberty Wealth Management »

iShares S&P Global Energy Sector shares owned by Liberty Wealth Management

Quarter-by-quarter ownership of iShares S&P Global Energy Sector (IXC) shares owned by Liberty Wealth Management from 13F filings

Historical chart of Liberty Wealth Management 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 Liberty Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares S&P Global Energy Sector by Liberty Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $2.3M 53k 42.90
2023-12-31 $1.7M 44k 39.09

More positions owned by Liberty Wealth Management

Ishares Tr Core S&p500 Etf (IVV)
Dimensional U S Core Equity 2 Etf Etf (DFAC)
Dimensional Us High Proftblty Etf Etf (DUHP)
Dimensional Us Core Equity Markt Etf Etf (DFAU)
Apple (AAPL)
Ishares Msci Usa Qlty Fact Etf Etf (QUAL)
Ishares Tr Core Total Usd (IUSB)
4068594 Enphase Energy (ENPH)
Dimensional Intern Core Equity 2 Etf Etf (DFIC)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Dim Us Lrge Cap Val Etf (DFLV)
Vanguard Total Stock Market Etf Etf (VTI)
Ishares S&p 500 Value Etf Etf (IVE)
Blackrock Us Eqy Fctr Rotn Etf Etf (DYNF)
Ishares Tr Core Msci Eafe (IEFA)

View all positions for Liberty Wealth Management

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