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iShares S&P Global Energy Sector shares owned by Family Firm

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

Historical chart of Family Firm investment in iShares S&P Global Energy Sector

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All positions including iShares S&P Global Energy Sector held by Family Firm 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 Family Firm

Quarter filed Position value Share count Share price at filing
2024-03-31 $4.8M 111k 42.95
2023-12-31 $4.5M 115k 39.11
2023-09-30 $4.7M 113k 41.26
2023-06-30 $4.4M 118k 37.22
2023-03-31 $4.5M 118k 37.76
2022-12-31 $4.3M 112k 38.99
2022-09-30 $3.8M 114k 33.33
2022-06-30 $3.2M 115k 27.51
2022-03-31 $3.2M 115k 27.51
2021-12-31 $3.2M 115k 27.51
2021-09-30 $3.3M 111k 29.83
2021-06-30 $3.1M 116k 26.59
2021-03-31 $2.9M 117k 24.65
2020-12-31 $2.7M 119k 22.57
2020-09-30 $2.1M 127k 16.40
2020-06-30 $2.3M 117k 19.54
2020-03-31 $1.9M 113k 16.89
2019-12-31 $3.5M 113k 30.83
2019-09-30 $3.2M 105k 30.56
2019-06-30 $3.5M 107k 32.47
2019-03-31 $3.6M 108k 33.70
2018-12-31 $3.2M 110k 29.35
2018-09-30 $3.4M 91k 37.72
2018-06-30 $3.6M 96k 37.38
2018-03-31 $3.3M 99k 33.98
2017-12-31 $3.5M 98k 35.55
2017-09-30 $3.8M 111k 33.99
2017-06-30 $3.6M 115k 31.04
2017-03-31 $3.7M 111k 33.20
2016-12-31 $3.9M 111k 34.80
2016-09-30 $3.8M 116k 32.87
2016-06-30 $3.4M 106k 32.31
2016-03-31 $3.4M 116k 29.51
2015-12-31 $3.0M 107k 28.03
2015-09-30 $3.0M 104k 28.69
2015-06-30 $3.3M 94k 34.98
2015-03-31 $3.5M 97k 35.67
2014-12-31 $3.5M 95k 37.19

More positions owned by Family Firm

Ishares Russell 3000 Etf Etf (IWV)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Vanguard Total Bond Market Etf Etf (BND)
Ishares 0-5 Year Tips Bond Etf Etf (STIP)
Ishares Core S&p 500 Etf Etf (IVV)
Ishares North American Natural Resources Etf Etf (IGE)
Ishares Tips Bond Etf Etf (TIP)
Vanguard Russell 3000 Etf Etf (VTHR)
Ishares S&p Small-cap 600 Value Etf Etf (IJS)
Vaneck Ig Floating Rate Etf Etf (FLTR)
Schwab U.s. Broad Market Etf Etf (SCHB)
Apple Stock (AAPL)
Ishares International Treasury Bond Etf Etf (IGOV)
Vanguard Real Estate Etf Etf (VNQ)
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)

View all positions for Family Firm

Top funds holding iShares S&P Global Energy Sector

Fisher Investments
Bank of America Corporation
Hsbc Holdings
Jpmorgan Chase & Co
CWM
Envestnet Portfolio Solutions
UBS Group
Advisor Group Holdings
Park Avenue Securities
GW & Wade
Wells Fargo & Company
Goldman Sachs Group
Verger Capital Management
Janney Montgomery Scott
Versant Capital Management

View all funds holding iShares S&P Global Energy Sector