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

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

Historical chart of Liberty 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 Liberty 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 Liberty Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $668k 17k 40.47
2024-06-30 $764k 36k 21.01
2024-03-31 $2.3M 53k 42.90
2023-12-31 $1.7M 44k 39.09

More positions owned by Liberty Wealth Management

Ishares Tr Core S&p500 Etf (IVV)
Dimensional U S Core Etf (DFAC)
Dimensional Us Core Etf (DFAU)
Apple (AAPL)
Dimensional Us High Etf (DUHP)
Ishares S&p 500 Growth Etf (IVW)
Ishares Msci Usa Qlty Etf (QUAL)
Blackrock Us Eqy Fctr Etf (DYNF)
Ishares Tr Core Total Usd (IUSB)
Dimensional Intern Core Etf (DFIC)
4068594 Enphase Energy (ENPH)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Dimensionl Us Large Cap Etf (DFLV)
Vanguard Total Etf (VTI)
NVIDIA Corporation (NVDA)

View all positions for Liberty Wealth Management

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