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iShares S&P Global Energy Sector shares owned by Watershed Private Wealth

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

Historical chart of Watershed Private Wealth 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 Watershed Private Wealth 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 Watershed Private Wealth

Quarter filed Position value Share count Share price at filing
2025-09-30 $925k 22k 41.75
2025-06-30 $1.0M 26k 39.29
2025-03-31 $451k 11k 42.07
2024-12-31 $435k 11k 38.18
2024-09-30 $518k 13k 40.48
2024-06-30 $592k 14k 41.51
2024-03-31 $2.5M 58k 42.95

More positions owned by Watershed Private Wealth

Ishares Tr Core S&p500 Etf (IVV)
NVIDIA Corporation (NVDA)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Eafe Value Etf (EFV)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr S&p 100 Etf (OEF)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Ishares Tr 10-20 Yr Trs Etf (TLH)
Ishares Tr National Mun Etf (MUB)
Global X Fds Defense Tech Etf (SHLD)

View all positions for Watershed Private Wealth

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