Dynasty Wealth Management »

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

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

Historical chart of Dynasty 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 Dynasty Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares S&P Global Energy Sector by Dynasty Wealth Management

Quarter filed Position value Share count Share price at filing
2025-03-31 $340k 8.1k 42.07
2024-12-31 $36M 942k 38.18
2024-06-30 $586k 14k 41.51
2024-03-31 $763k 18k 42.95

More positions owned by Dynasty Wealth Management

Ishares Tr Core S&p500 Etf (IVV)
Abacus Fcf Etf Tr Abacus Fcf Leade (ABFL)
Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Fidelity Covington Trust Blue Chip Grwth (FBCG)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Blackrock Etf Trust Ii Ishares Flexible (BINC)
Tcw Etf Trust Transform System (PWRD)
Ishares Tr Core Msci Eafe (IEFA)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Core Us Aggbd Et (AGG)
Spdr Series Trust Prtflo S&p500 Vl (SPYV)
J P Morgan Exchange Traded F Active Value Etf (JAVA)
Ishares Tr U.s. Tech Etf (IYW)
Ishares Tr Hdg Msci Eafe (HEFA)

View all positions for Dynasty Wealth Management

Top funds holding iShares S&P Global Energy Sector

Fisher Investments
Colony
Evergreen Capital Management
Verger Capital Management
UBS Group
Versant Capital Management
Commonwealth Equity Services
Cetera Investment Advisers
McMahon Financial Advisors
Financial Advisory Corp
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