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

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

Historical chart of Activest 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 Activest Wealth Management 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 Activest Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $24k 619 39.11
2023-09-30 $26k 619 41.26
2023-03-31 $142k 3.8k 37.76
2022-06-30 $113k 3.3k 33.86
2022-03-31 $28k 786 35.62
2021-12-31 $22k 786 27.99
2021-09-30 $21k 786 26.72
2021-06-30 $21k 786 26.72
2021-03-31 $19k 786 24.17

More positions owned by Activest Wealth Management

SPDR S&P 500 Tr Unit (SPY)
Invesco S&p500 Eql Wgt (RSP)
Vaneck Mrngstr Wde Moat (MOAT)
Invesco S&P500 (RSPT)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard S&p 500 Etf Shs (VOO)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Apple (AAPL)
Select Sector Sbi Healthcare (XLV)
SPDR Bloomberg High Y (JNK)
Ishares Msci Acwi Etf (ACWI)
Ishares Jpmorgan Usd Emg (EMB)
Principal Spectrum Pfd (PREF)
SYNNEX Corporation (SNX)
Ishares Msci Ac Asia Etf (AAXJ)

View all positions for Activest 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