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iShares S&P Global 100 Index shares owned by LWM Advisory Services

Quarter-by-quarter ownership of iShares S&P Global 100 Index (IOO) shares owned by LWM Advisory Services from 13F filings

Historical chart of LWM Advisory Services 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 LWM Advisory Services 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 LWM Advisory Services

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.4M 24k 99.16
2024-06-30 $2.2M 23k 96.58
2024-03-31 $2.0M 23k 89.41
2023-12-31 $1.7M 21k 80.52
2023-09-30 $41k 558 73.23

More positions owned by LWM Advisory Services

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Invesco Exch Traded Fd Tr Ii S&p Emrng Mkts (EELV)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Apple (AAPL)
Global X Fds Us Infr Dev Etf (PAVE)
J P Morgan Exchange Traded F Municipal Etf (JMUB)
Microsoft Corporation (MSFT)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
NVIDIA Corporation (NVDA)
Amazon (AMZN)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)
Ishares Tr Yld Optim Bd (BYLD)
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)

View all positions for LWM Advisory Services

Top funds holding iShares S&P Global 100 Index

BlackRock
Northwestern Mutual Wealth Management Company
Amplius Wealth Advisors
Bank of America Corporation
LPL Financial
Schroder Investment Management Group
Waddell & Associates
Assetmark
Ameriprise Financial
Raymond James & Associates
Stephens
UBS Group
H D Vest Advisory Services
Envestnet Asset Management
Royal Bank of Canada

View all funds holding iShares S&P Global 100 Index