Capital A Wealth Management »

iShares S&P 100 Index shares owned by Capital A Wealth Management

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

Historical chart of Capital A 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 Capital A 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 Capital A Wealth Management

Quarter filed Position value Share count Share price at filing
2025-06-30 $17k 77 223.43
2025-03-31 $307k 1.1k 270.84
2024-12-31 $567k 2.0k 288.86

More positions owned by Capital A Wealth Management

Microsoft Corporation (MSFT)
Apple (AAPL)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
PNC Financial Services (PNC)
Huntington Bancshares Incorporated (HBAN)
Amazon (AMZN)
NVIDIA Corporation (NVDA)
Wisdomtree Tr Itl Hdg Qtly Div (IHDG)
Ishares Tr Core S&p Mcp Etf (IJH)
Meta Platforms Cl A (META)
Ishares Tr Rus 2000 Grw Etf (IWO)
Spdr Ser Tr Port Mtg Bk Etf (SPMB)
Wisdomtree Tr Floatng Rat Trea (USFR)
Ishares Tr Rus 2000 Val Etf (IWN)
Alphabet Cap Stk Cl A (GOOGL)

View all positions for Capital A 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