iShares S&P Global Energy Sector shares owned by Wealth Management Partners
Quarter-by-quarter ownership of iShares S&P Global Energy Sector (IXC) shares owned by Wealth Management Partners
from 13F filings
Historical chart of Wealth Management Partners 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 Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $257k | 6.2k | 41.75 |
| 2025-06-30 | $244k | 6.2k | 39.58 |
| 2025-03-31 | $259k | 6.2k | 42.07 |
| 2024-12-31 | $235k | 6.2k | 38.18 |
| 2024-09-30 | $249k | 6.2k | 40.48 |
| 2024-06-30 | $255k | 6.2k | 41.51 |
| 2024-03-31 | $264k | 6.2k | 42.95 |
| 2023-12-31 | $269k | 6.9k | 39.11 |
| 2023-09-30 | $294k | 7.1k | 41.26 |
| 2023-06-30 | $265k | 7.1k | 37.22 |
| 2023-03-31 | $269k | 7.1k | 37.76 |
| 2022-12-31 | $290k | 7.0k | 41.36 |
| 2022-09-30 | $283k | 8.0k | 35.38 |
| 2022-06-30 | $251k | 7.0k | 35.86 |
| 2022-03-31 | $370k | 10k | 37.00 |
| 2021-12-31 | $281k | 10k | 28.10 |
| 2021-09-30 | $275k | 10k | 26.88 |
| 2021-06-30 | $206k | 7.7k | 26.65 |
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