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iShares S&P Global Energy Sector shares owned by Balance Wealth

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

Historical chart of Balance Wealth 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 Balance Wealth 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 Balance Wealth

Quarter filed Position value Share count Share price at filing
2025-03-31 $375k 8.9k 42.07

More positions owned by Balance Wealth

Invesco Qqq Tr Unit Ser 1 (QQQ)
J P Morgan Exchange Traded F Equity Focus Etf (JPEF)
Select Sector Spdr Tr State Street Hea (XLV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr S&p Mc 400vl Etf (IJJ)
Vanguard Malvern Fds Core-plus Bd Etf (VPLS)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Index Fds Sm Cp Val Etf (VBR)
2023 Etf Series Trust Brandes Internat (BINV)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Ishares Tr Ishs 5-10yr Invt (IGIB)
Wells Fargo & Company (WFC)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Ishares Tr Core Intl Aggr (IAGG)

View all positions for Balance Wealth

Top funds holding iShares S&P Global Energy Sector

Fisher Investments
Colony
Evergreen Capital Management
Verger Capital Management
Versant Capital Management
UBS Group
Commonwealth Equity Services
Cetera Investment Advisers
McMahon Financial Advisors
Financial Advisory Corp
Van Cleef Asset Management
Wells Fargo & Company
LPL Financial
Strategic Wealth Designers
Goldman Sachs Group

View all funds holding iShares S&P Global Energy Sector