LWM Advisory Services »

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares S&P Global 100 Index by LWM Advisory Services

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.7M 21k 80.52
2023-09-30 $41k 558 73.23

More positions owned by LWM Advisory Services

Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Invesco Exch Traded Fd Tr Ii S&p Emrng Mkts (EELV)
Apple (AAPL)
J P Morgan Exchange Traded F Municipal Etf (JMUB)
Microsoft Corporation (MSFT)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Amazon (AMZN)
Ishares Tr Yld Optim Bd (BYLD)
Ishares Tr 0-3 Mnth Treasry (SGOV)
FactSet Research Systems (FDS)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Global 100 Etf (IOO)

View all positions for LWM Advisory Services

Top funds holding iShares S&P Global 100 Index

Assetmark
Old National Trust Company
Amplius Wealth Advisors
Bank of America Corporation
UBS Group
Advisor Group Holdings
Beaumont Financial Advisors
Raymond James & Associates
Royal Bank of Canada
Raymond James Financial Services Advisors
Wells Fargo & Company
Commonwealth Equity Services
Kaye Capital Management
H D Vest Advisory Services
Wealth Enhancement Advisory Services

View all funds holding iShares S&P Global 100 Index