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iShares S&P Global Clean Energy Index shares owned by WealthPlan Investment Management

Quarter-by-quarter ownership of iShares S&P Global Clean Energy Index (ICLN) shares owned by WealthPlan Investment Management from 13F filings

Historical chart of WealthPlan Investment Management investment in iShares S&P Global Clean Energy Index

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P Global Clean Energy Index held by WealthPlan Investment Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares S&P Global Clean Energy Index by WealthPlan Investment Management

Quarter filed Position value Share count Share price at filing
2023-06-30 $39k 2.1k 18.40
2023-03-31 $44k 2.2k 19.78

More positions owned by WealthPlan Investment Management

Apple (AAPL)
Vanguard Index Fds Total Stk Mkt (VTI)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
NVIDIA Corporation (NVDA)
Spdr Series Trust Bloomberg 1-3 Mo (BIL)
Alphabet Cap Stk Cl C (GOOG)
Ishares Tr Core S&p500 Etf (IVV)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Spdr Series Trust Portfolio Agrgte (SPAB)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
Ishares Core Msci Emkt (IEMG)
Casey's General Stores (CASY)
Simplify Exchange Traded Fun Hedged Equity (HEQT)
Wal-Mart Stores (WMT)
Ishares Tr S&p 500 Val Etf (IVE)

View all positions for WealthPlan Investment Management

Top funds holding iShares S&P Global Clean Energy Index

Assetmark
Bnp Paribas Arbitrage, Snc
Criteria Caixa, S.a.u.
Goldman Sachs Group
UBS Group
Gimbal Financial
Jpmorgan Chase & Co
Florin Court Capital
Capital Fund Management
Walleye Trading
Allianz Se
Royal Bank of Canada
LPL Financial
Ardsley Advisory Partners
Generali Investments CEE, investicni spolecnost, a.s.

View all funds holding iShares S&P Global Clean Energy Index