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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
2024-03-31 $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)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Msci Eafe (IEFA)
World Gold Tr Spdr Gld Minis (GLDM)
Global X Fds Global X Uranium (URA)
Blackrock Etf Trust Us Eqt Factor (DYNF)
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)
Ishares Tr National Mun Etf (MUB)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr S&p 500 Grwt Etf (IVW)
Pacer Fds Tr Pacer Us Small (CALF)
Ishares Tr 10-20 Yr Trs Etf (TLH)
Ishares Tr U.s. Tech Etf (IYW)
Ishares Msci Emrg Chn (EMXC)
Wisdomtree Tr Japn Hedge Eqt (DXJ)

View all positions for Avid Wealth Partners

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