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iShares S&P 100 Index shares owned by Activest Wealth Management

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

Historical chart of Activest Wealth Management 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 Activest Wealth Management 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 Activest Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $706k 2.1k 332.84
2023-06-30 $7.9M 88k 90.06

More positions owned by Activest Wealth Management

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Apple (AAPL)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Amazon (AMZN)
NVIDIA Corporation (NVDA)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Alphabet Cap Stk Cl A (GOOGL)
Meta Platforms Cl A (META)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Ishares Tr Core S&p500 Etf (IVV)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Wisdomtree Tr Floatng Rat Trea (USFR)

View all positions for Activest Wealth Management

Top funds holding iShares S&P 100 Index

Regions Bank
Envestnet Asset Management
SRS Capital Advisors
LPL Financial
Jpmorgan Chase & Co
Fifth Third Bancorp
Jones Financial Companies, L.L
Morgan Stanley
BlackRock
CWM
Goldman Sachs Group
Park Avenue Securities
Envestnet Portfolio Solutions
BlueCrest Capital Management
Cresset Asset Management

View all funds holding iShares S&P 100 Index