Pensionmark Financial Group »

iShares S&P Global Financials Sect. shares owned by Pensionmark Financial Group

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

Historical chart of Pensionmark Financial Group 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 Pensionmark Financial Group consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares S&P Global Financials Sect. by Pensionmark Financial Group

Quarter filed Position value Share count Share price at filing
2025-12-31 $414k 3.4k 120.79
2021-12-31 $429k 5.1k 84.85
2021-06-30 $215k 2.8k 77.56

More positions owned by Pensionmark Financial Group

Apple (AAPL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Microsoft Corporation (MSFT)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Spdr Series Trust State Street Spd (SPYM)
NVIDIA Corporation (NVDA)
Amazon (AMZN)
Alphabet Cap Stk Cl A (GOOGL)
JPMorgan Chase & Co. (JPM)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Bd Index Fds Intermed Term (BIV)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Alphabet Cap Stk Cl C (GOOG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Broadcom (AVGO)

View all positions for Pensionmark Financial Group

Top funds holding iShares S&P Global Financials Sect.

Morgan Stanley
Bank of America Corporation
HighTower Advisors
Jane Street
Nelson, Van Denburg & Campbell Wealth Management
Raymond James Financial
Cambria Investment Management
Banco Santander
Federation des caisses Desjardins du Quebec
Wells Fargo & Company
Susquehanna International
Salomon & Ludwin
LPL Financial
Citadel Advisors
BlackRock

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