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iShares S&P Global Energy Sector shares owned by Strategic Wealth Designers

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

Historical chart of Strategic Wealth Designers 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 Strategic Wealth Designers 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 Strategic Wealth Designers

Quarter filed Position value Share count Share price at filing
2025-09-30 $11M 270k 41.75
2025-06-30 $474k 12k 39.29
2025-03-31 $447k 11k 42.07
2024-12-31 $7.3M 191k 38.18
2024-09-30 $9.0M 218k 41.34
2024-06-30 $6.0M 143k 41.66
2023-12-31 $258k 6.6k 39.11

More positions owned by Strategic Wealth Designers

Spdr Series Trust Portfli Intrmdit (SPTI)
Exchange Listed Fds Tr Bancreek Us Larg (BCUS)
Vanguard Scottsdale Fds Intterm Corp (VCIT)
Spdr Series Trust Portfolio Ln Tsr (SPTL)
Spdr Sp 500 Etf Tr Tr Unit (SPY)
Microsoft Corporation (MSFT)
Amazon (AMZN)
Apple (AAPL)
Broadcom (AVGO)
NVIDIA Corporation (NVDA)
Meta Platforms Cl A (META)
JPMorgan Chase & Co. (JPM)
Spdr Gold Tr Gold Shs (GLD)
Spdr Series Trust Bloomberg 13 Mo (BIL)
Thermo Fisher Scientific (TMO)

View all positions for Strategic Wealth Designers

Top funds holding iShares S&P Global Energy Sector

Fisher Investments
Colony
Morgan Stanley
Evergreen Capital Management
Verger Capital Management
UBS Group
Commonwealth Equity Services
Cetera Investment Advisers
Versant Capital Management
Money Design
Financial Advisory Corp
McMahon Financial Advisors
Van Cleef Asset Management
Wells Fargo & Company
LPL Financial

View all funds holding iShares S&P Global Energy Sector