Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

Vertex Planning Partners »

iShares S&P Global Energy Sector shares owned by Vertex Planning Partners

Quarter-by-quarter ownership of iShares S&P Global Energy Sector (IXC) shares owned by Vertex Planning Partners from 13F filings

Historical chart of Vertex Planning Partners 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 Vertex Planning Partners consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download consolidated filings csv

Download as Excel

Download consolidated filings xlsx

Quarterly reported holdings in iShares S&P Global Energy Sector by Vertex Planning Partners

Quarter filed	Position value	Share count	Share price at filing
2024-03-31	$265k	6.2k	42.95

More positions owned by Vertex Planning Partners

J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)

Wisdomtree Tr Floatng Rat Trea (USFR)

Spdr Ser Tr Portfolio S&p500 (SPLG)

Ishares Tr Core S&p500 Etf (IVV)

Spdr S&p 500 Etf Tr Tr Unit (SPY)

Spdr Ser Tr Prtflo S&p500 Gw (SPYG)

Wisdomtree Tr Us Total Dividnd (DTD)

Wisdomtree Tr Itl High Div Fd (DTH)

Ishares Tr TRS FLT RT BD (TFLO)

Select Sector Spdr Tr Technology (XLK)

Spdr Ser Tr Portfolio Agrgte (SPAB)

Blackrock Etf Trust Us Eqt Factor (DYNF)

Ishares Tr S&p 500 Grwt Etf (IVW)

Columbia Etf Tr Ii Em Core Ex Etf (XCEM)

View all positions for Vertex Planning Partners

Top funds holding iShares S&P Global Energy Sector

Envestnet Asset Management

Fisher Investments

Jpmorgan Chase & Co

Bank of America Corporation

Pictet Asset Management Holding SA

Envestnet Portfolio Solutions

Park Avenue Securities

Ameriprise Financial

View all funds holding iShares S&P Global Energy Sector

© 2024 stockzoa - Track 13F-HR Filings for Hedge Funds and Value Investors.

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z