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iShares S&P Global Energy Sector shares owned by Congress Wealth Management LLC / DE /

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

Historical chart of Congress Wealth Management LLC / DE / 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 Congress Wealth Management LLC / DE / 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 Congress Wealth Management LLC / DE /

Quarter filed Position value Share count Share price at filing
2025-06-30 $1.5M 38k 39.29
2025-03-31 $1.6M 38k 41.90

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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
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McMahon Financial Advisors
Van Cleef Asset Management
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View all funds holding iShares S&P Global Energy Sector