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iShares S&P Global Energy Sector shares owned by Cypress Wealth Services

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

Historical chart of Cypress Wealth Services 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 Cypress Wealth Services 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 Cypress Wealth Services

Quarter filed Position value Share count Share price at filing
2024-12-31 $249k 6.5k 38.18
2024-09-30 $394k 9.7k 40.48
2024-06-30 $502k 12k 41.51
2024-03-31 $2.3M 54k 42.95
2023-12-31 $1.5M 37k 39.11

More positions owned by Cypress Wealth Services

Ishares Tr Core S&p500 Etf (IVV)
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Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr S&p 500 Grwt Etf (IVW)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr Eafe Grwth Etf (EFG)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Ishares Tr Eafe Value Etf (EFV)
Vanguard World Mega Grwth Ind (MGK)
Ishares Tr Core Total Usd (IUSB)
Ishares Tr U.s. Tech Etf (IYW)
Ishares Tr Esg Awr Msci Usa (ESGU)
Ishares Tr S&p 500 Val Etf (IVE)
Spdr S&p 500 Etf Tr Tr Unit (SPY)

View all positions for Cypress Wealth Services

Top funds holding iShares S&P Global Energy Sector

Fisher Investments
Bank of America Corporation
Jpmorgan Chase & Co
Morgan Stanley
Envestnet Asset Management
Dynasty Wealth Management
Colony
LPL Financial
Evergreen Capital Management
UBS Group
Goldman Sachs Group
Verger Capital Management
Jane Street
Wells Fargo & Company
Versant Capital Management

View all funds holding iShares S&P Global Energy Sector