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

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

Historical chart of Elmwood 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 Elmwood Wealth Management 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 Elmwood Wealth Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $357k 6.2k 57.61

More positions owned by Elmwood Wealth Management

Ishares Tr TRS FLT RT BD (TFLO)
Blackrock Etf Trust Ii Ishares Short-te (CALI)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Apple (AAPL)
Amplify Etf Tr Cwp Intl Enhance (IDVO)
Ishares Tr Shrt Nat Mun Etf (SUB)
Innovator Etfs Trust Innovator Deepw (LOUP)
Wisdomtree Tr Floatng Rat Trea (USFR)
First Tr Exchange Traded Rba Indl Etf (AIRR)
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)
Ishares Core Msci Emkt (IEMG)
Ssga Active Etf Tr State Street Dou (TOTL)
Ishares Tr Core Msci Eafe (IEFA)
NVIDIA Corporation (NVDA)

View all positions for Elmwood Wealth Management

Top funds holding iShares S&P Global Energy Sector

Hsbc Holdings
Fisher Investments
Morgan Stanley
Bank of America Corporation
Colony
Evergreen Capital Management
Verger Capital Management
Versant Capital Management
LPL Financial
UBS Group
McMahon Financial Advisors
Van Cleef Asset Management
Wells Fargo & Company
Cetera Investment Advisers
Jane Street

View all funds holding iShares S&P Global Energy Sector