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

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

Historical chart of BAM 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 BAM 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 BAM Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $472k 1.4k 332.84

More positions owned by BAM Wealth Management

Pimco Etf Tr Active Bd Etf (BOND)
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FSEP)
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FAUG)
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FJUL)
First Tr Exchng Traded Fd Vi Ft Vest Uq Eqt (FDEC)
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FFEB)
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FJAN)
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GSEP)
Apple (AAPL)
Microsoft Corporation (MSFT)
Pimco Etf Tr Multisector Bd (PYLD)
NVIDIA Corporation (NVDA)
Broadcom (AVGO)
Alphabet Cap Stk Cl A (GOOGL)
Northern Lts Fd Tr Iv Main Sectr Rotn (SECT)

View all positions for BAM 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