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iShares S&P Global Energy Sector shares owned by Wealth Alliance

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

Historical chart of Wealth Alliance 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 Wealth Alliance 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 Wealth Alliance

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.9M 45k 42.95
2023-12-31 $1.0M 27k 39.11
2022-03-31 $522k 15k 36.10
2021-12-31 $400k 15k 27.50
2021-09-30 $394k 15k 26.82
2021-06-30 $353k 13k 26.59
2021-03-31 $327k 13k 24.63
2020-12-31 $270k 13k 20.34
2020-09-30 $218k 13k 16.42
2020-06-30 $259k 13k 19.51

More positions owned by Wealth Alliance

Apple (AAPL)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Total Usd (IUSB)
Microsoft Corporation (MSFT)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Blackrock Etf Trust Us Eqt Factor (DYNF)
Amazon (AMZN)
Ishares Tr Eafe Value Etf (EFV)
Vanguard Index Fds Real Estate Etf (VNQ)
Alps Etf Tr Alerian Mlp (AMLP)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Eafe Grwth Etf (EFG)
Ishares Tr U.s. Tech Etf (IYW)

View all positions for Wealth Alliance

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