Sightline Wealth Advisors »

iShares S&P Global Utilities Sector shares owned by Sightline Wealth Advisors

Quarter-by-quarter ownership of iShares S&P Global Utilities Sector (JXI) shares owned by Sightline Wealth Advisors from 13F filings

Historical chart of Sightline Wealth Advisors investment in iShares S&P Global Utilities Sector

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P Global Utilities Sector held by Sightline Wealth 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 Utilities Sector by Sightline Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $368k 4.7k 78.65
2021-06-30 $305k 5.1k 59.47
2021-03-31 $309k 5.1k 60.58
2020-12-31 $306k 5.1k 59.99

More positions owned by Sightline Wealth Advisors

Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Vanguard Index Fds Value Etf (VTV)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Vanguard Index Fds Growth Etf (VUG)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Schwab Strategic Tr 1 5yr Corp Bd (SCHJ)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Spdr Series Trust State Street Spd (SPYG)
Ishares Tr Ibonds 27 Etf (IBDS)
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)

View all positions for Sightline Wealth Advisors

Top funds holding iShares S&P Global Utilities Sector

LPL Financial
Cambria Investment Management
Babson Capital Management
Guardian Partners
Cetera Investment Advisers
Bank of Nova Scotia
Guardian Capital
Raymond James Financial
Ameriprise Financial
Signature Estate and Investment Advisors
Royal Bank of Canada
CI Private Wealth
Susquehanna International
Kestra Advisory Services
UBS Group

View all funds holding iShares S&P Global Utilities Sector