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iShares S&P 100 Index shares owned by TRUE Private Wealth Advisors

Quarter-by-quarter ownership of iShares S&P 100 Index (OEF) shares owned by TRUE Private Wealth Advisors from 13F filings

Historical chart of TRUE Private Wealth Advisors 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 TRUE Private Wealth Advisors 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 TRUE Private Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $560k 2.5k 223.43
2021-12-31 $369k 1.7k 218.86
2021-09-30 $394k 2.0k 197.20
2021-06-30 $427k 2.2k 196.23
2021-03-31 $911k 5.1k 179.79
2020-12-31 $1.3M 7.5k 171.65
2020-09-30 $1.4M 8.8k 155.65
2020-06-30 $1.4M 9.5k 142.33

More positions owned by TRUE Private Wealth Advisors

Ishares Tr Core Msci Total (IXUS)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Ishares Tr Core S&p Ttl Stk (ITOT)
Ishares Tr Pfd And Incm Sec (PFF)
First Tr Morningstar Divid L SHS (FDL)
Ishares Tr Fltg Rate Nt Etf (FLOT)
Ishares Tr Agency Bond Etf (AGZ)
Ishares Tr Rus 1000 Val Etf (IWD)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Russell 2000 Etf (IWM)
Apple (AAPL)
Microsoft Corporation (MSFT)
Amazon (AMZN)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard World Inf Tech Etf (VGT)

View all positions for TRUE Private Wealth Advisors

Top funds holding iShares S&P 100 Index

Bank of America Corporation
Fifth Third Bancorp
Jpmorgan Chase & Co
Sigma Investment Counselors
Goldman Sachs Group
Ieq Capital
UBS Group
Wells Fargo & Company
Envestnet Portfolio Solutions
Evoke Wealth
Pnc Financial Services
Advisor Group Holdings
Relative Value Partners
Old National Trust Company
Raymond James Financial Services Advisors

View all funds holding iShares S&P 100 Index