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iShares S&P Global Financials Sect. shares owned by Rise Advisors

Quarter-by-quarter ownership of iShares S&P Global Financials Sect. (IXG) shares owned by Rise Advisors from 13F filings

Historical chart of Rise Advisors investment in iShares S&P Global Financials Sect.

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P Global Financials Sect. held by Rise Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares S&P Global Financials Sect. by Rise Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $3.0k 345 8.66
2023-12-31 $27k 345 78.57
2023-09-30 $24k 341 70.42
2023-06-30 $24k 341 71.52
2023-03-31 $23k 335 69.11
2022-12-31 $24k 335 70.38
2022-09-30 $20k 330 60.61
2022-06-30 $22k 330 66.67
2022-03-31 $26k 323 80.50
2021-12-31 $26k 323 79.98

More positions owned by Rise Advisors

Vanguard Growth Etf 0 (VUG)
Vanguard Value Etf 0 (VTV)
Dimensional Core Fixed Income Etf 0 (DFCF)
Janus Henderson Mortgage-backed Securities Etf 0 (JMBS)
Janus Henderson Short Duration Income Etf 0 (VNLA)
Dimensional U.s. Targeted Value Etf 0 (DFAT)
Financial Select Sector Spdr Fund 0 (XLF)
Industrial Select Sector Spdr Fund 0 (XLI)
Wisdomtree Emerging Markets Ex-state-owned Enterprises Fund 0 (XSOE)
Paypal Hldgs 0 (PYPL)
Nvidia Corporation 0 (NVDA)
Microsoft Corp 0 (MSFT)
Amazon 0 (AMZN)
Berkshire Hathaway Inc Del Cl B 0 (BRK.B)
Alphabet Inc Cap Stk Cl C 0 (GOOG)

View all positions for Rise Advisors

Top funds holding iShares S&P Global Financials Sect.

Morgan Stanley
Phoenix Holdings
Bank of America Corporation
Jane Street
Leo Wealth
Salomon & Ludwin
Richard Bernstein Advisors
Ayalon Holdings
Money Design
Arete Wealth Advisors
LPL Financial
Citadel Advisors
M^T Bank Corporation
Bank Of Montreal
Advisor Group Holdings

View all funds holding iShares S&P Global Financials Sect.