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iShares S&P 100 Index shares owned by Avid Wealth Partners

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

Historical chart of Avid Wealth Partners 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 Avid Wealth Partners 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 Avid Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $19M 69k 276.76
2024-06-30 $21M 79k 264.30
2024-03-31 $19M 78k 247.41
2023-12-31 $9.0M 40k 223.39

More positions owned by Avid Wealth Partners

Ishares Tr S&p 100 Etf (OEF)
Blackrock Etf Trust Us Eqt Factor (DYNF)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr S&p 500 Grwt Etf (IVW)
World Gold Tr Spdr Gld Minis (GLDM)
Global X Fds Global X Uranium (URA)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr U.s. Tech Etf (IYW)
Invesco Actively Managed Exc Total Return (GTO)
Ishares Msci Emrg Chn (EMXC)
Wisdomtree Tr India Erngs Fd (EPI)
Ishares Tr National Mun Etf (MUB)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)

View all positions for Avid Wealth Partners

Top funds holding iShares S&P 100 Index

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Ieq Capital
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LPL Financial
Envestnet Asset Management
Wells Fargo & Company
Pnc Financial Services
Evoke Wealth
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View all funds holding iShares S&P 100 Index