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iShares S&P 100 Index shares owned by Badgley Phelps Wealth Managers

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

Historical chart of Badgley Phelps Wealth Managers 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 Badgley Phelps Wealth Managers 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 Badgley Phelps Wealth Managers

Quarter filed Position value Share count Share price at filing
2024-09-30 $330k 1.2k 276.76

More positions owned by Badgley Phelps Wealth Managers

Microsoft Corporation (MSFT)
Ishares Tr Msci Eafe Etf (EFA)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Vanguard Index Fds Small Cp Etf (VB)
Amazon (AMZN)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core S&p Mcp Etf (IJH)
Costco Wholesale Corporation (COST)
Eli Lilly & Co. (LLY)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Columbia Sportswear Company (COLM)
JPMorgan Chase & Co. (JPM)

View all positions for Badgley Phelps Wealth Managers

Top funds holding iShares S&P 100 Index

Bank of America Corporation
Fifth Third Bancorp
Jones Financial Companies, L.L
Jpmorgan Chase & Co
Sigma Investment Counselors
Morgan Stanley
Goldman Sachs Group
Ieq Capital
Merriman Wealth Management
LPL Financial
Envestnet Asset Management
Wells Fargo & Company
Pnc Financial Services
Evoke Wealth
Kovitz Investment Group Partners

View all funds holding iShares S&P 100 Index