Watershed Private Wealth »

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

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

Quarterly reported holdings in iShares S&P Global Energy Sector by Watershed Private Wealth

Quarter filed Position value Share count Share price at filing
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)
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)
Blackrock Etf Trust Us Eqt Factor (DYNF)
Ishares Tr Eafe Grwth Etf (EFG)
Invesco Qqq Tr Unit Ser 1 (QQQ)
NVIDIA Corporation (NVDA)
Ishares Tr National Mun Etf (MUB)
Vanguard Index Fds Value Etf (VTV)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Columbia Etf Tr Ii Em Core Ex Etf (XCEM)
Vanguard Index Fds Large Cap Etf (VV)
Apple (AAPL)

View all positions for Watershed Private Wealth

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