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iShares S&P Global Financials Sect. shares owned by Comprehensive Financial Planning

Quarter-by-quarter ownership of iShares S&P Global Financials Sect. (IXG) shares owned by Comprehensive Financial Planning from 13F filings

Historical chart of Comprehensive Financial Planning 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 Comprehensive Financial Planning 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 Comprehensive Financial Planning

Quarter filed Position value Share count Share price at filing
2025-03-31 $8.7k 84 103.01
2024-12-31 $8.1k 84 96.06

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Microsoft Corporation (MSFT)
Vanguard S&p 500 Etf Uie (VOO)
Invsc S P 500 Top 50 Etf Uie (XLG)
Ishares Core S&p 500 Etf Uie (IVV)
Jpmorgan Active Growth Etf Uie (JGRO)
Amazon (AMZN)
T Rowe Price Blue Chip Growth Etf Uie (TCHP)
Spdr S&p 500 Etf Uie (SPY)
Wisdomtree Us Qlt Div Grw Etf Uie (DGRW)
Ishares S&p 500 Growth Etf Uie (IVW)
Schwab Us Large Cap Growth Etf Uie (SCHG)

View all positions for Comprehensive Financial Planning

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.