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

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

Historical chart of JFS 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 JFS 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 JFS Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $469k 12k 40.48
2024-06-30 $479k 12k 41.51
2024-03-31 $290k 6.7k 42.95
2023-12-31 $153k 3.9k 39.11

More positions owned by JFS Wealth Advisors

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust World Ex Us Core (DFAX)
Dimensional Etf Trust Us Equity Market (DFUS)
Ishares Tr Rus 1000 Etf (IWB)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr National Mun Etf (MUB)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Ishares Tr Core S&p Mcp Etf (IJH)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Rus 1000 Grw Etf (IWF)
Apple (AAPL)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Ishares Tr S&p 500 Val Etf (IVE)

View all positions for JFS 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
Susquehanna International
Jane Street
Wells Fargo & Company
Verger Capital Management
Versant Capital Management
Goldman Sachs Group
Raymond James Financial Services Advisors
Money Design

View all funds holding iShares S&P Global Energy Sector