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iShares S&P Global Energy Sector shares owned by Orion Portfolio Solutions

Quarter-by-quarter ownership of iShares S&P Global Energy Sector (IXC) shares owned by Orion Portfolio Solutions from 13F filings

Historical chart of Orion Portfolio Solutions 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 Orion Portfolio Solutions 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 Orion Portfolio Solutions

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.8M 46k 39.05
2021-03-31 $261k 11k 24.64
2020-06-30 $10k 510 19.61
2020-03-31 $9.0k 510 17.65
2019-12-31 $16k 510 31.37

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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
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View all funds holding iShares S&P Global Energy Sector