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iShares S&P Global Energy Sector shares owned by Capasso Planning Partners

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

Historical chart of Capasso Planning Partners 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 Capasso Planning Partners 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 Capasso Planning Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $975k 24k 40.48
2024-06-30 $1.3M 32k 41.51

More positions owned by Capasso Planning Partners

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Spdr Ser Tr Portfoli S&p1500 (SPTM)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Spdr Ser Tr S&p 600 Smcp Val (SLYV)
Apple (AAPL)
Spdr Ser Tr Portfli Intrmdit (SPTI)
The Trade Desk Com Cl A (TTD)
Schwab Strategic Tr Us Dividend Eq (SCHD)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Schwab Strategic Tr Fundamental Us L (FNDX)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)

View all positions for Capasso Planning Partners

Top funds holding iShares S&P Global Energy Sector

Fisher Investments
Bank of America Corporation
Morgan Stanley
Jpmorgan Chase & Co
Envestnet Asset Management
Manufacturers Life Insurance Company
LPL Financial
Susquehanna International
Jane Street
Wells Fargo & Company
Verger Capital Management
Versant Capital Management
Goldman Sachs Group
Raymond James Financial Services Advisors
Money Design

View all funds holding iShares S&P Global Energy Sector