Strategic Wealth Designers »

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

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

Quarterly reported holdings in iShares S&P Global Energy Sector by Strategic Wealth Designers

Quarter filed Position value Share count Share price at filing
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 Ser Tr Portfolio Ln Tsr (SPTL)
Spdr Ser Tr Portfli Intrmdit (SPTI)
Apple (AAPL)
Exchange Listed Fds Tr Bancreek Us Larg (BCUS)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Amazon (AMZN)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Microsoft Corporation (MSFT)
Meta Platforms Cl A (META)
Spdr Gold Tr Gold Shs (GLD)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
NVIDIA Corporation (NVDA)
JPMorgan Chase & Co. (JPM)
Broadcom (AVGO)
Procter & Gamble Company (PG)

View all positions for Strategic Wealth Designers

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
Susquehanna International
Jane Street
Wells Fargo & Company
Verger Capital Management
Versant Capital Management
Goldman Sachs Group
Raymond James Financial Services Advisors
Money Design

View all funds holding iShares S&P Global Energy Sector