SRS Capital Advisors »

iShares S&P Global Financials Sect. shares owned by SRS Capital Advisors

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

Historical chart of SRS Capital Advisors 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 SRS Capital Advisors 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 SRS Capital Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $10k 108 94.58
2024-06-30 $9.2k 108 85.07

More positions owned by SRS Capital Advisors

Vanguard Index Fds Value Etf (VTV)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Schwab Strategic Tr Us Tips Etf (SCHP)
Vanguard Index Fds Growth Etf (VUG)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Core Us Aggbd Et (AGG)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Vanguard Index Fds Mid Cap Etf (VO)
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Index Fds Small Cp Etf (VB)
Ishares Tr S&p 500 Val Etf (IVE)

View all positions for SRS Capital Advisors

Top funds holding iShares S&P Global Financials Sect.

Morgan Stanley
International Assets Investment Management
Pictet Asset Management Holding SA
Bank of America Corporation
Salomon & Ludwin
Ayalon Holdings
Richard Bernstein Advisors
Money Design
Arete Wealth Advisors
M^T Bank Corporation
LPL Financial
Susquehanna International
Royal Bank of Canada
Envestnet Asset Management
Advisor Group Holdings

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