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iShares S&P Global Energy Sector shares owned by West Wealth Group

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

Historical chart of West Wealth Group 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 West Wealth Group 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 West Wealth Group

Quarter filed Position value Share count Share price at filing
2024-12-31 $1.3M 33k 38.18
2024-09-30 $1.1M 28k 40.48
2024-06-30 $1.1M 26k 41.51
2024-03-31 $3.8M 88k 42.95
2023-12-31 $1.7M 45k 39.11

More positions owned by West Wealth Group

Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr S&p 500 Val Etf (IVE)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Eafe Grwth Etf (EFG)
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)
Ishares Tr Core Total Usd (IUSB)
Apple (AAPL)
Ishares Msci Emrg Chn (EMXC)
Ishares Tr U.s. Tech Etf (IYW)
Ishares Tr Calif Mun Bd Etf (CMF)
Ishares Tr Msci Usa Qlt Fct (QUAL)
J P Morgan Exchange Traded F Us Momentum (JMOM)
NVIDIA Corporation (NVDA)

View all positions for West Wealth Group

Top funds holding iShares S&P Global Energy Sector

Fisher Investments
Bank of America Corporation
Jpmorgan Chase & Co
Morgan Stanley
Envestnet Asset Management
Dynasty Wealth Management
Colony
LPL Financial
Evergreen Capital Management
UBS Group
Goldman Sachs Group
Verger Capital Management
Jane Street
Wells Fargo & Company
Versant Capital Management

View all funds holding iShares S&P Global Energy Sector