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

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

Historical chart of Baron 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 Baron 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 Baron Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $500k 2.2k 223.39
2023-09-30 $449k 2.2k 200.64
2023-06-30 $463k 2.2k 207.06
2023-03-31 $418k 2.2k 187.04
2022-12-31 $382k 2.2k 170.56

More positions owned by Baron Wealth Management

Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Core S&p Scp Etf (IJR)
Rivian Automotive Com Cl A (RIVN)
Apple (AAPL)
Snap-on Incorporated (SNA)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Specialized Funds Div App Etf (VIG)
Microsoft Corporation (MSFT)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ford Motor Company (F)
Five Below (FIVE)
Johnson & Johnson (JNJ)
Amazon (AMZN)

View all positions for Baron Wealth Management

Top funds holding iShares S&P 100 Index

Bank of America Corporation
Fifth Third Bancorp
Jpmorgan Chase & Co
Sigma Investment Counselors
Goldman Sachs Group
Ieq Capital
UBS Group
Wells Fargo & Company
Envestnet Portfolio Solutions
Evoke Wealth
Pnc Financial Services
Advisor Group Holdings
Relative Value Partners
Old National Trust Company
Raymond James Financial Services Advisors

View all funds holding iShares S&P 100 Index