ShoreHaven Wealth Partners »

iShares S&P Global Energy Sector shares owned by ShoreHaven Wealth Partners

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

Historical chart of ShoreHaven Wealth Partners 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 ShoreHaven Wealth Partners consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares S&P Global Energy Sector by ShoreHaven Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $467k 12k 40.48
2024-06-30 $493k 12k 41.51
2024-03-31 $1.7M 40k 42.95
2023-12-31 $1.4M 36k 39.11

More positions owned by ShoreHaven Wealth Partners

Ishares Tr U S Equity Factr (LRGF)
Ishares Tr S&p 500 Grwt Etf (IVW)
Blackrock Etf Trust Us Eqt Factor (DYNF)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
Wisdomtree Tr Glb Us Qtly Div (DNL)
Ishares Msci Emrg Chn (EMXC)
Ishares Tr Eafe Value Etf (EFV)
Apple (AAPL)
Ishares Tr Rus Top 200 Etf (IWL)
Spdr Ser Tr SPDR S&P1500VL (VLU)
Blackrock Etf Trust Ii Flexible Income (BINC)
Ishares Tr Eafe Grwth Etf (EFG)
Ishares Tr Msci Intl Vlu Ft (IVLU)

View all positions for ShoreHaven Wealth Partners

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