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iShares S&P Global 100 Index shares owned by WFA of San Diego

Quarter-by-quarter ownership of iShares S&P Global 100 Index (IOO) shares owned by WFA of San Diego from 13F filings

Historical chart of WFA of San Diego investment in iShares S&P Global 100 Index

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P Global 100 Index held by WFA of San Diego consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares S&P Global 100 Index by WFA of San Diego

Quarter filed Position value Share count Share price at filing
2023-09-30 $5.9k 81 72.90
2023-06-30 $6.1k 81 75.72
2022-12-31 $5.1k 80 63.90
2022-06-30 $5.0k 79 63.29

More positions owned by WFA of San Diego

Apple (AAPL)
Vanguard Index Fds Total Stk Mkt (VTI)
Lincoln Electric Holdings (LECO)
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF)
Vanguard Scottsdale Fds Long Term Treas (VGLT)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Invesco Actively Managed Etf S&p500 Downsid (PHDG)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Invesco Exch Trd Slf Idx Bulshs 2024 Hy (BSJO)
Invesco Exch Trd Slf Idx Bulshs 2025 Hy (BSJP)
Qualcomm (QCOM)
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)
Federated Hermes Etf Trust Short Duration H (FHYS)

View all positions for WFA of San Diego

Top funds holding iShares S&P Global 100 Index

BlackRock
Northwestern Mutual Wealth Management Company
Old National Trust Company
Amplius Wealth Advisors
Bank of America Corporation
Waddell & Associates
Morgan Stanley
LPL Financial
UBS Group
Ameriprise Financial
Stephens
Beaumont Financial Advisors
Raymond James & Associates
Royal Bank of Canada
Envestnet Asset Management

View all funds holding iShares S&P Global 100 Index