iShares S&P Global Financials Sect. shares owned by WR Wealth Planners
Quarter-by-quarter ownership of iShares S&P Global Financials Sect. (IXG) shares owned by WR Wealth Planners
from 13F filings
Historical chart of WR Wealth Planners investment in iShares S&P Global Financials Sect.
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Quarterly reported holdings in iShares S&P Global Financials Sect. by WR Wealth Planners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $12k | 126 | 95.87 |
| 2024-09-30 | $17k | 180 | 94.45 |
| 2024-06-30 | $15k | 180 | 85.07 |
| 2024-03-31 | $20k | 228 | 86.64 |
| 2023-09-30 | $46k | 656 | 70.47 |
| 2023-06-30 | $49k | 678 | 71.49 |
| 2023-03-31 | $50k | 720 | 69.00 |
| 2022-12-31 | $61k | 873 | 70.27 |
| 2022-09-30 | $251k | 4.1k | 61.32 |
| 2022-06-30 | $358k | 5.5k | 65.75 |
| 2022-03-31 | $460k | 5.8k | 79.45 |
Top funds holding iShares S&P Global Financials Sect.
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