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iShares S&P Global Energy Sector shares owned by Integrated Wealth Concepts

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

Historical chart of Integrated Wealth Concepts 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 Integrated Wealth Concepts 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 Integrated Wealth Concepts

Quarter filed Position value Share count Share price at filing
2024-03-31 $7.6M 178k 42.95
2023-09-30 $363k 8.8k 41.26
2023-06-30 $333k 9.0k 37.22

More positions owned by Integrated Wealth Concepts

Ishares Core MF Closed and MF Open (IVV)
Ishares Msci MF Closed and MF Open (QUAL)
Apple Common Stock (AAPL)
Bny Mellon MF Closed and MF Open (BKLC)
Microsoft Corp Common Stock (MSFT)
Spdr Portfolio MF Closed and MF Open (SPLG)
Schwab Us MF Closed and MF Open (SCHX)
Nvidia Corp Common Stock (NVDA)
Dimensional Us MF Closed and MF Open (DFAC)
Ishares Msci MF Closed and MF Open (USMV)
SPDR S&P MF Closed and MF Open (SPY)
Amazon Common Stock (AMZN)
Ishares U S MF Closed and MF Open (LRGF)
Ishares U S MF Closed and MF Open (INTF)
Invesco Qqq MF Closed and MF Open (QQQ)

View all positions for Integrated Wealth Concepts

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