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

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

Historical chart of Certus 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 Certus 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 Certus Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $224k 5.4k 41.75
2025-06-30 $299k 7.6k 39.29
2025-03-31 $390k 10k 38.64
2024-12-31 $416k 10k 40.26
2024-09-30 $346k 8.5k 40.48
2024-06-30 $323k 7.8k 41.51
2024-03-31 $790k 18k 42.88
2023-12-31 $552k 14k 39.11

More positions owned by Certus Wealth Management

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Eafe Value Etf (EFV)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core S&p Ttl Stk (ITOT)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Calif Mun Bd Etf (CMF)
Ishares Tr S&p 100 Etf (OEF)
Vanguard Index Fds Value Etf (VTV)
Apple (AAPL)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Tr Eafe Grwth Etf (EFG)
Ishares Tr 10-20 Yr Trs Etf (TLH)

View all positions for Certus Wealth Management

Top funds holding iShares S&P Global Energy Sector

Fisher Investments
Colony
Morgan Stanley
Evergreen Capital Management
Verger Capital Management
UBS Group
Commonwealth Equity Services
Cetera Investment Advisers
Versant Capital Management
Money Design
Financial Advisory Corp
McMahon Financial Advisors
Van Cleef Asset Management
Wells Fargo & Company
LPL Financial

View all funds holding iShares S&P Global Energy Sector