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iShares S&P Global Energy Sector shares owned by Clune & Associates

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

Historical chart of Clune & Associates 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 Clune & Associates 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 Clune & Associates

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.2M 53k 41.75
2025-06-30 $2.0M 51k 39.29
2025-03-31 $1.6M 39k 42.07
2024-12-31 $1.4M 35k 38.18

More positions owned by Clune & Associates

Dimensional Etf Trust Us Mktwide Value (DFUV)
Dimensional Etf Trust Internatnal Val (DFIV)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Dimensional Etf Trust Short Duration F (DFSD)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Ishares Tr Core 1 5 Yr Usd (ISTB)
Dimensional Etf Trust Intl Small Cap E (DFIS)
Vanguard Index Fds Value Etf (VTV)
Apple (AAPL)
American Centy Etf Tr Us Large Cap Vlu (AVLV)

View all positions for Clune & Associates

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
Financial Advisory Corp
McMahon Financial Advisors
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