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iShares S&P Global Energy Sector shares owned by WR Wealth Planners

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

Historical chart of WR Wealth Planners 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 WR Wealth Planners 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 WR Wealth Planners

Quarter filed Position value Share count Share price at filing
2024-06-30 $205k 4.9k 41.51
2024-03-31 $205k 4.8k 42.95

More positions owned by WR Wealth Planners

Spdr S&p 500 Etf Trust Etf (SPY)
Goldman Sachs Access Treasury 0-1 Year Etf Etf (GBIL)
Pacer Us Cash Cows 100 Etf Etf (COWZ)
Avantis U.s. Equity Etf Etf (AVUS)
Avantis International Equity Etf Etf (AVDE)
Invesco Qqq Trust Series I Etf (QQQ)
Capital Group Growth Etf Etf (CGGR)
Avantis Short-term Fixed Income Etf Etf (AVSF)
Apple Stock (AAPL)
Spdr Portfolio S&p 500 Etf Etf (SPLG)
Capital Group Dividend Value Etf Etf (CGDV)
Amazon Stock (AMZN)
Spdr Gold Minishares Trust Etf (GLDM)
Microsoft Corp Stock (MSFT)
Avantis U.s. Small Cap Value Etf Etf (AVUV)

View all positions for WR Wealth Planners

Top funds holding iShares S&P Global Energy Sector

Fisher Investments
Colony
Pictet Asset Management Holding SA
Bank of America Corporation
Morgan Stanley
Jpmorgan Chase & Co
Envestnet Asset Management
Manufacturers Life Insurance Company
LPL Financial
Jane Street
Ameriprise Financial
UBS Group
Evergreen Capital Management
Connectus Wealth
Sanctuary Advisors

View all funds holding iShares S&P Global Energy Sector