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iShares S&P Global Financials Sect. shares owned by Capital Asset Advisory Services

Quarter-by-quarter ownership of iShares S&P Global Financials Sect. (IXG) shares owned by Capital Asset Advisory Services from 13F filings

Historical chart of Capital Asset Advisory Services investment in iShares S&P Global Financials Sect.

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P Global Financials Sect. held by Capital Asset Advisory Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares S&P Global Financials Sect. by Capital Asset Advisory Services

Quarter filed Position value Share count Share price at filing
2023-06-30 $223k 3.1k 72.85
2023-03-31 $212k 3.1k 69.01
2022-12-31 $235k 3.3k 70.28

More positions owned by Capital Asset Advisory Services

Vanguard Index Fds Large Cap Etf (VV)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Core Msci Intl (IDEV)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Vanguard Index Fds Mid Cap Etf (VO)
Ishares Gold Tr Ishares New (IAU)
Invesco Actively Managed Exc Ultra Shrt Dur (GSY)
Vanguard Scottsdale Fds Total Corp Bnd (VTC)
Invesco Exch Traded Fd Tr Ii Purbta Msci Us (PBUS)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Ishares Tr Core S&p Mcp Etf (IJH)
Invesco Exchange Traded Fd T Aerospace Defn (PPA)
Wisdomtree Tr Dynamic Intl Eqt (DDWM)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr TRS FLT RT BD (TFLO)

View all positions for Capital Asset Advisory Services

Top funds holding iShares S&P Global Financials Sect.

Pictet Asset Management Holding SA
Johnson Bixby & Associates
EWG Elevate
Envestnet Asset Management
Ameriprise Financial
Boothbay Fund Management
Raymond James Financial
Cambria Investment Management
Susquehanna International
Banco Santander
Salomon & Ludwin
Outlook Wealth Advisors
BlackRock
Royal Bank of Canada
LPL Financial

View all funds holding iShares S&P Global Financials Sect.