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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
2026-03-31 $240k 4.2k 57.62
2024-12-31 $393k 10k 38.18
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

Dimensional Etf Trust Etf (DFAU)
Dimensional Etf Trust Etf (DFAC)
Ishares Tr Etf (IVW)
Blackrock Etf Trust Etf (DYNF)
Ishares Core S&p 500 Core S&p500 Etf (IVV)
Dimensional Core Fixed Core Fixed Incom (DFCF)
Apple (AAPL)
Ishares Tr Etf (IVE)
Ishares Tr Etf (QUAL)
Dimensional Etf Trust Etf (DUHP)
Dimensional Dimensional Inte (DFGX)
Ishares Core Msci Core Msci Emkt (IEMG)
NVIDIA Corporation (NVDA)
Ishares Core Universal Core Univrsl Usd (IUSB)
Dimensional Etf Trust Etf (DFIC)

View all positions for Liberty Wealth Management

Top funds holding iShares S&P Global Energy Sector

Hsbc Holdings
Fisher Investments
Morgan Stanley
Bank of America Corporation
Colony
Evergreen Capital Management
Verger Capital Management
Versant Capital Management
LPL Financial
UBS Group
McMahon Financial Advisors
Van Cleef Asset Management
Wells Fargo & Company
Cetera Investment Advisers
Jane Street

View all funds holding iShares S&P Global Energy Sector