Badgley Phelps Wealth Managers »

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares S&P 100 Index by Badgley Phelps Wealth Managers

Quarter filed Position value Share count Share price at filing
2025-09-30 $349k 1.0k 332.84
2025-06-30 $319k 1.0k 304.35
2025-03-31 $284k 1.0k 270.83
2024-12-31 $303k 1.0k 288.85
2024-09-30 $330k 1.2k 276.76

More positions owned by Badgley Phelps Wealth Managers

Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Ishares Tr Msci Eafe Etf (EFA)
Apple (AAPL)
Vanguard Index Fds Small Cp Etf (VB)
Amazon (AMZN)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Tr Core S&p Mcp Etf (IJH)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
JPMorgan Chase & Co. (JPM)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Costco Wholesale Corporation (COST)
Meta Platforms Cl A (META)
Alphabet Cap Stk Cl C (GOOG)
Berkshire Hathaway Inc Del Cl B New (BRK.B)

View all positions for Badgley Phelps Wealth Managers

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