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iShares S&P Global Energy Sector shares owned by Icon Wealth Advisors

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

Historical chart of Icon Wealth Advisors 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 Icon Wealth Advisors 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 Icon Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.5M 36k 40.48
2024-03-31 $4.5M 106k 42.95
2023-12-31 $3.4M 86k 39.11
2022-09-30 $167k 5.0k 33.40

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View all positions for Icon Wealth Advisors

Top funds holding iShares S&P Global Energy Sector

Fisher Investments
Bank of America Corporation
Morgan Stanley
Jpmorgan Chase & Co
Envestnet Asset Management
Manufacturers Life Insurance Company
LPL Financial
Sanctuary Advisors
Susquehanna International
Jane Street
Wells Fargo & Company
Verger Capital Management
Versant Capital Management
Goldman Sachs Group
Raymond James Financial Services Advisors

View all funds holding iShares S&P Global Energy Sector