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

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

Historical chart of Robertson Stephens 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 Robertson Stephens 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 Robertson Stephens Wealth Management

Quarter filed Position value Share count Share price at filing
2024-12-31 $286k 7.5k 38.18
2024-09-30 $298k 7.4k 40.48
2024-03-31 $618k 14k 42.95
2023-12-31 $427k 11k 39.11
2022-06-30 $369k 11k 33.80
2022-03-31 $551k 15k 36.09
2021-12-31 $457k 17k 27.49
2021-09-30 $515k 19k 26.81

More positions owned by Robertson Stephens Wealth Management

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Applovin Corp Com Cl A (APP)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Specialized Funds Div App Etf (VIG)
Apple (AAPL)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Ishares Core Msci Emkt (IEMG)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Microsoft Corporation (MSFT)
Ishares Tr Rus 1000 Grw Etf (IWF)
Vanguard Index Fds Total Stk Mkt (VTI)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Ishares Tr Core Us Aggbd Et (AGG)
Amazon (AMZN)

View all positions for Robertson Stephens Wealth Management

Top funds holding iShares S&P Global Energy Sector

Fisher Investments
Bank of America Corporation
Jpmorgan Chase & Co
Morgan Stanley
Envestnet Asset Management
Dynasty Wealth Management
Colony
LPL Financial
Evergreen Capital Management
UBS Group
Goldman Sachs Group
Verger Capital Management
Jane Street
Wells Fargo & Company
Versant Capital Management

View all funds holding iShares S&P Global Energy Sector