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iShares S&P Global 100 Index shares owned by Independent Solutions Wealth Management

Quarter-by-quarter ownership of iShares S&P Global 100 Index (IOO) shares owned by Independent Solutions Wealth Management from 13F filings

Historical chart of Independent Solutions Wealth Management 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 Independent Solutions Wealth Management 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 Independent Solutions Wealth Management

Quarter filed Position value Share count Share price at filing
2025-03-31 $1.3M 14k 96.29
2024-12-31 $1.3M 13k 100.77

More positions owned by Independent Solutions Wealth Management

Ishares Tr S&p 500 Grwt Etf (IVW)
Apple (AAPL)
Costco Wholesale Corporation (COST)
NVIDIA Corporation (NVDA)
Broadcom (AVGO)
Ishares Tr S&p 500 Val Etf (IVE)
Palantir Technologies Cl A (PLTR)
Listed Fds Tr Alexis Practical (LEXI)
Microsoft Corporation (MSFT)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Short Treas Bd (SHV)
Ishares Tr Intrm Gov Cr Etf (GVI)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Ishares Tr Core S&p Mcp Etf (IJH)

View all positions for Independent Solutions Wealth Management

Top funds holding iShares S&P Global 100 Index

BlackRock
Northwestern Mutual Wealth Management Company
Annex Advisory Services, LLC, d/b/a Annex Wealth Management
LPL Financial
Morgan Stanley
Raymond James Financial
Stephens
Envestnet Asset Management
UBS Group
Cetera Investment Advisers
H D Vest Advisory Services
Royal Bank of Canada
Amplius Wealth Advisors
Modern Wealth Management
Ameriprise Financial

View all funds holding iShares S&P Global 100 Index