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

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

Historical chart of Fiduciary Planning 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 Fiduciary 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 Fiduciary Planning

Quarter filed Position value Share count Share price at filing
2025-09-30 $769k 18k 41.75
2025-06-30 $700k 18k 39.29
2025-03-31 $949k 23k 42.07
2024-12-31 $2.0M 53k 38.18
2024-09-30 $3.5M 86k 40.48
2024-06-30 $3.4M 81k 41.51
2024-03-31 $3.5M 83k 42.95
2023-12-31 $4.8M 124k 39.11
2023-09-30 $1.2M 29k 41.26

More positions owned by Fiduciary Planning

Wisdomtree Tr Us Qtly Div Grt (DGRW)
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FFEB)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Invesco Actively Managed Exc Var Rate Invt (VRIG)
Hartford Fds Exchange Traded Aaa Clo Etf (TRPA)
Invesco Exchange Traded Fd T S&p 100 Eql Wigh (EQWL)
Vaneck Etf Trust Semiconductr Etf (SMH)
Select Sector Spdr Tr Technology (XLK)
Fidelity Covington Trust Fundamental Larg (FFLC)
Ishares Tr S&p 100 Etf (OEF)
First Tr Exchange Traded Rba Indl Etf (AIRR)
Ishares Tr U.s. Insrnce Etf (IAK)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p500 Etf (IVV)
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO)

View all positions for Fiduciary 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