iShares S&P Global Energy Sector shares owned by Wealth Management Associates
Quarter-by-quarter ownership of iShares S&P Global Energy Sector (IXC) shares owned by Wealth Management Associates
from 13F filings
Historical chart of Wealth Management Associates investment in iShares S&P Global Energy Sector
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Quarterly reported holdings in iShares S&P Global Energy Sector by Wealth Management Associates
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $608k | 15k | 41.75 |
| 2025-06-30 | $572k | 15k | 39.29 |
| 2025-03-31 | $608k | 15k | 42.07 |
| 2024-12-31 | $532k | 14k | 38.18 |
| 2024-09-30 | $564k | 14k | 40.48 |
| 2024-06-30 | $582k | 14k | 41.51 |
| 2024-03-31 | $582k | 14k | 41.51 |
| 2023-12-31 | $533k | 14k | 39.11 |
| 2023-09-30 | $546k | 13k | 41.26 |
| 2023-06-30 | $493k | 13k | 37.22 |
| 2023-03-31 | $488k | 13k | 37.76 |
| 2022-12-31 | $503k | 13k | 38.99 |
| 2022-09-30 | $425k | 13k | 33.33 |
| 2022-06-30 | $420k | 12k | 33.88 |
| 2022-03-31 | $442k | 12k | 36.15 |
| 2021-12-31 | $337k | 12k | 27.51 |
| 2021-09-30 | $323k | 12k | 26.85 |
| 2021-06-30 | $320k | 12k | 26.59 |
| 2021-03-31 | $297k | 12k | 24.65 |
| 2020-12-31 | $239k | 12k | 20.31 |
| 2020-09-30 | $178k | 11k | 16.40 |
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