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

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

Historical chart of Ledge 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 Ledge 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 Ledge Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $2.3M 58k 39.11
2023-09-30 $2.4M 58k 41.26
2023-06-30 $2.0M 53k 37.22
2023-03-31 $2.2M 58k 37.76
2022-12-31 $2.0M 52k 38.99
2022-09-30 $1.5M 45k 33.34
2022-06-30 $1.6M 47k 33.87

More positions owned by Ledge Wealth Management

Vanguard Index Fds Value Etf (VTV)
Ishares Tr Core Us Aggbd Et (AGG)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Vanguard Index Fds Growth Etf (VUG)
American Centy Etf Tr Multisector (MUSI)
Select Sector Spdr Tr Financial (XLF)
American Centy Etf Tr Us Quality Grow (QGRO)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Spdr Ser Tr S&p 600 Smcp Val (SLYV)
Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Spdr Ser Tr S&P 600 SMCP GRW (SLYG)
Wisdomtree Tr Us High Dividend (DHS)
Apple (AAPL)
Vanguard Index Fds Mcap Gr Idxvip (VOT)

View all positions for Ledge Wealth Management

Top funds holding iShares S&P Global Energy Sector

Fisher Investments
Bank of America Corporation
Jpmorgan Chase & Co
Envestnet Asset Management
LPL Financial
Evergreen Capital Management
Susquehanna International
Jane Street
UBS Group
Wells Fargo & Company
Verger Capital Management
Versant Capital Management
Raymond James Financial Services Advisors
Van Cleef Asset Management
Colony

View all funds holding iShares S&P Global Energy Sector