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iShares S&P Global Energy Sector shares owned by Walkner Condon Financial Advisors

Quarter-by-quarter ownership of iShares S&P Global Energy Sector (IXC) shares owned by Walkner Condon Financial Advisors from 13F filings

Historical chart of Walkner Condon Financial Advisors 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 Walkner Condon Financial Advisors 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 Walkner Condon Financial Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $485k 12k 41.76
2025-06-30 $463k 12k 39.29
2025-03-31 $496k 12k 42.06
2024-12-31 $446k 12k 38.17
2024-09-30 $466k 12k 40.46
2024-06-30 $495k 12k 41.48
2024-03-31 $498k 12k 42.86
2023-12-31 $422k 11k 39.11
2023-09-30 $451k 11k 41.28
2023-06-30 $382k 10k 37.22
2023-03-31 $410k 11k 37.76
2022-12-31 $445k 11k 38.99
2022-09-30 $358k 11k 33.35
2022-06-30 $387k 11k 33.85
2022-03-31 $365k 10k 36.11
2021-12-31 $305k 11k 27.48
2021-09-30 $275k 10k 26.86
2021-06-30 $373k 14k 26.64
2021-03-31 $324k 13k 24.66

More positions owned by Walkner Condon Financial Advisors

Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Spdr Series Trust Portfolio S&p500 (SPLG)
Ishares Tr Core S&p500 Etf (IVV)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Apple (AAPL)
Ishares Tr Core S&p Mcp Etf (IJH)
First Tr Exchange-traded Lng Dur Oprtun (LGOV)
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)
First Tr Exchng Traded Fd Vi Smith Unconstrai (UCON)
First Tr Exchange-traded Cap Strength Etf (FTCS)
American Centy Etf Tr Avantis Emgmkt (AVEM)
First Tr Exchange Traded Risng Divd Achiv (RDVY)
Schwab Strategic Tr Int-trm U.s Tres (SCHR)

View all positions for Walkner Condon Financial Advisors

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