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iShares S&P 100 Index shares owned by One Wealth Management Investment & Advisory Services

Quarter-by-quarter ownership of iShares S&P 100 Index (OEF) shares owned by One Wealth Management Investment & Advisory Services from 13F filings

Historical chart of One Wealth Management Investment & Advisory Services investment in iShares S&P 100 Index

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P 100 Index held by One Wealth Management Investment & Advisory Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares S&P 100 Index by One Wealth Management Investment & Advisory Services

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.0M 4.1k 247.41
2023-12-31 $2.2M 9.7k 223.39

More positions owned by One Wealth Management Investment & Advisory Services

Microsoft Corporation (MSFT)
Ishares Tr Core S&p500 Etf (IVV)
Amazon (AMZN)
Ishares Tr Core Total Usd (IUSB)
Ishares Tr National Mun Etf (MUB)
Apple (AAPL)
Ishares Tr Msci Usa Qlt Fct (QUAL)
NVIDIA Corporation (NVDA)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Eafe Grwth Etf (EFG)
Blackrock Etf Trust Us Eqt Factor (DYNF)
Ishares Tr Esg Awr Msci Usa (ESGU)
Alphabet Cap Stk Cl A (GOOGL)
Meta Platforms Cl A (META)

View all positions for One Wealth Management Investment & Advisory Services

Top funds holding iShares S&P 100 Index

Bank of America Corporation
Fifth Third Bancorp
Jpmorgan Chase & Co
Sigma Investment Counselors
Morgan Stanley
Goldman Sachs Group
Ieq Capital
Merriman Wealth Management
UBS Group
LPL Financial
Wells Fargo & Company
Envestnet Asset Management
Evoke Wealth
Pnc Financial Services
Relative Value Partners

View all funds holding iShares S&P 100 Index