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iShares S&P Global Energy Sector shares owned by Wealthsource Partners

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

Historical chart of Wealthsource Partners 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 Wealthsource Partners 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 Wealthsource Partners

Quarter filed Position value Share count Share price at filing
2023-12-31 $8.7M 223k 39.11
2022-06-30 $268k 7.9k 33.87
2022-03-31 $420k 12k 36.13
2021-12-31 $605k 22k 27.53
2021-09-30 $586k 22k 26.83

More positions owned by Wealthsource Partners

Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Esg Awr Msci Usa (ESGU)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Eafe Grwth Etf (EFG)
Ishares Msci Emrg Chn (EMXC)
Ishares Tr U.s. Tech Etf (IYW)
Ishares Tr Mbs Etf (MBB)
Apple (AAPL)
Ishares Tr Msci Usa Min Vol (USMV)
Ishares Tr TRS FLT RT BD (TFLO)
Ishares Tr Msci Intl Vlu Ft (IVLU)
Spdr Ser Tr Portfolio Ln Tsr (SPTL)
First Tr Exchange-traded First Tr Enh New (FTSM)

View all positions for Wealthsource Partners

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