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

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

Historical chart of Smallwood Wealth Investment 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 Smallwood Wealth Investment 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 Smallwood Wealth Investment Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $23k 400 57.61
2025-12-31 $17k 400 41.93
2025-09-30 $17k 404 41.75
2025-06-30 $16k 404 39.29
2025-03-31 $17k 404 42.07

More positions owned by Smallwood Wealth Investment Management

Ishares Tr Core S&p Ttl Stk (ITOT)
Apple (AAPL)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Ea Series Trust Freedom 100 Em (FRDM)
J P Morgan Exchange Traded F Hedged Equity La (HELO)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)
Intercontinental Exchange (ICE)
Wisdomtree Tr Intl Equity Fd (DWM)
New York Life Invts Active E Nyli Mackay Mun (MMIT)
Vanguard World Energy Etf (VDE)
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO)
Jpmorgan Chase Finl Cal Lkd 44 (AMJB)
Flexshares Tr Mornstar Upstr (GUNR)

View all positions for Smallwood Wealth Investment Management

Top funds holding iShares S&P Global Energy Sector

Hsbc Holdings
Fisher Investments
Schroder Investment Management Group
Morgan Stanley
Fil
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

View all funds holding iShares S&P Global Energy Sector