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iShares S&P Global Energy Sector shares owned by Creative Planning

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

Historical chart of Creative Planning investment in iShares S&P Global Energy Sector

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All positions including iShares S&P Global Energy Sector held by Creative Planning 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 Creative Planning

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.9M 46k 41.75
2025-06-30 $1.8M 47k 39.29
2025-03-31 $2.1M 49k 42.07
2024-12-31 $1.6M 43k 38.18
2024-09-30 $474k 12k 40.48
2024-06-30 $694k 17k 41.51
2024-03-31 $737k 17k 42.95
2023-12-31 $592k 15k 39.11
2023-09-30 $477k 12k 41.26
2023-06-30 $376k 10k 37.22
2023-03-31 $395k 11k 37.76
2022-12-31 $436k 11k 38.99
2022-09-30 $240k 7.2k 33.31
2022-06-30 $354k 10k 33.93
2022-03-31 $302k 8.4k 36.15
2021-12-31 $223k 8.1k 27.51
2021-03-31 $263k 11k 24.69
2018-03-31 $505k 15k 33.95
2017-12-31 $1.3M 37k 35.54
2017-06-30 $61k 2.0k 31.00
2017-03-31 $214k 6.5k 33.14
2016-12-31 $201k 5.8k 34.79
2016-09-30 $36k 1.1k 33.03
2016-06-30 $115k 3.6k 32.30
2016-03-31 $96k 3.3k 29.40
2015-12-31 $92k 3.3k 28.18
2015-09-30 $76k 2.7k 28.52
2015-03-31 $953k 27k 35.68
2014-12-31 $198k 5.3k 37.16
2014-09-30 $225k 5.1k 43.88
2014-06-30 $249k 5.1k 48.56
2014-03-31 $233k 5.3k 43.69
2013-12-31 $230k 5.3k 43.13
2013-09-30 $100k 2.4k 41.10
2013-06-30 $28k 719 38.94
2012-12-31 $13k 333 39.04
2012-09-30 $999 33 30.30
2012-06-30 $11k 316 34.81
2011-12-31 $12k 316 37.97

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Ishares Tr Core S&p500 Etf (IVV)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Spdr Series Trust Portfolio S&p400 (SPMD)
Ishares Core Msci Emkt (IEMG)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Apple (AAPL)
Spdr Series Trust Portfolio S&p500 (SPLG)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Index Fds Total Stk Mkt (VTI)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Microsoft Corporation (MSFT)
Select Sector Spdr Tr Rl Est Sel Sec (XLRE)
American Centy Etf Tr Us Sml Cp Valu (AVUV)

View all positions for Creative Planning

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