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iShares S&P Global Energy Sector shares owned by Shared Vision Wealth Group

Quarter-by-quarter ownership of iShares S&P Global Energy Sector (IXC) shares owned by Shared Vision Wealth Group from 13F filings

Historical chart of Shared Vision Wealth Group investment in iShares S&P Global Energy Sector

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P Global Energy Sector held by Shared Vision Wealth Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares S&P Global Energy Sector by Shared Vision Wealth Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $800k 19k 42.95
2023-12-31 $379k 9.7k 39.11

More positions owned by Shared Vision Wealth Group

Apple (AAPL)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Total Usd (IUSB)
Ishares Tr Mbs Etf (MBB)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Blackrock Etf Trust Us Eqt Factor (DYNF)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Eafe Grwth Etf (EFG)
Ishares Tr S&p 500 Grwt Etf (IVW)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Ishares Tr S&p 500 Val Etf (IVE)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr U.s. Tech Etf (IYW)
Broadcom (AVGO)

View all positions for Shared Vision Wealth Group

Top funds holding iShares S&P Global Energy Sector

Envestnet Asset Management
Fisher Investments
Jpmorgan Chase & Co
Bank of America Corporation
Morgan Stanley
LPL Financial
Hsbc Holdings
Pictet Asset Management Holding SA
BlackRock
CWM
Envestnet Portfolio Solutions
Park Avenue Securities
Ameriprise Financial
Colony
GW & Wade

View all funds holding iShares S&P Global Energy Sector