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iShares S&P Global Healthcare Sect. shares owned by WCG Wealth Advisors

Quarter-by-quarter ownership of iShares S&P Global Healthcare Sect. (IXJ) shares owned by WCG Wealth Advisors from 13F filings

Historical chart of WCG Wealth Advisors investment in iShares S&P Global Healthcare Sect.

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P Global Healthcare Sect. held by WCG Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares S&P Global Healthcare Sect. by WCG Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.2M 22k 98.15
2024-06-30 $1.8M 20k 92.85
2024-03-31 $1.8M 19k 93.14
2023-12-31 $1.0M 12k 86.69

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Ishares Tr Core S&p500 Etf (IVV)
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Ishares Tr 7-10 Yr Trsy Bd (IEF)
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Lattice Strategies Tr Hartford Mlt Etf (RODM)
Dbx Etf Tr Xtrackers S&p (SNPE)
Pimco Etf Tr Multisector Bd (PYLD)
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Ishares Tr Core Total Usd (IUSB)

View all positions for WCG Wealth Advisors

Top funds holding iShares S&P Global Healthcare Sect.

BlackRock
BlackRock
Fisher Investments
Bank of America Corporation
Richard Bernstein Advisors
Phoenix Holdings
Jpmorgan Chase & Co
Morgan Stanley
Federation des caisses Desjardins du Quebec
Royal Bank of Canada
Envestnet Asset Management
Wells Fargo & Company
Royal Fund Management
LPL Financial
HighTower Advisors

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