Waddell & Associates »

iShares S&P Global 100 Index shares owned by Waddell & Associates

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

Historical chart of Waddell & Associates 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 Waddell & Associates 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 Waddell & Associates

Quarter filed Position value Share count Share price at filing
2023-09-30 $29M 392k 73.24
2023-06-30 $29M 378k 76.06
2023-03-31 $26M 368k 70.06
2022-12-31 $23M 351k 64.05
2022-06-30 $1.2M 18k 64.07

More positions owned by Waddell & Associates

Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)
Schwab Strategic Tr Schwab Fdt Us Sc (FNDA)
Wisdomtree Tr Us Qtly Div Grt (DGRW)
Doubleline Etf Trust Shiller Cape U S (CAPE)
Schwab Strategic Tr 1000 Index Etf (SCHK)
Ishares Tr International Sl (ISCF)
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)
Ishares Tr Core Msci Eafe (IEFA)
Spdr Index Shs Fds S&p Emktsc Etf (EWX)
Ishares Tr Global 100 Etf (IOO)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Ishares Tr Core Msci Total (IXUS)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
AutoZone (AZO)
Two Rds Shared Tr Condctr Gbl Eqty (CGV)

View all positions for Waddell & Associates

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