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iShares S&P Global Financials Sect. shares owned by Youngs Advisory

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

Historical chart of Youngs Advisory 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 Youngs Advisory 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 Youngs Advisory

Quarter filed Position value Share count Share price at filing
2025-09-30 $522k 4.5k 116.67
2025-06-30 $494k 4.5k 111.01
2025-03-31 $442k 4.3k 102.91
2024-12-31 $406k 4.2k 96.06
2024-09-30 $400k 4.2k 94.58
2024-06-30 $339k 4.0k 85.07

More positions owned by Youngs Advisory

Ishares Tr Core Msci Total (IXUS)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Select Sector Spdr Tr Technology (XLK)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Global X Fds Us Pfd Etf (PFFD)
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Air Products & Chemicals (APD)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Apple (AAPL)
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
C3 Ai Cl A (AI)

View all positions for Youngs Advisory

Top funds holding iShares S&P Global Financials Sect.

Morgan Stanley
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

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