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iShares S&P 100 Index shares owned by Carlson Financial

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

Historical chart of Carlson Financial 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 Carlson Financial 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 Carlson Financial

Quarter filed Position value Share count Share price at filing
2026-06-30 $254k 695 365.96
2026-03-31 $221k 695 318.09
2025-12-31 $238k 695 342.91

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NVIDIA Corporation (NVDA)
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First Tr Exchange Traded Risng Divd Achiv (RDVY)
Global X Fds Us Infr Dev Etf (PAVE)
Shopify Cl A Sub Vtg Shs (SHOP)
Caterpillar (CAT)
Apple (AAPL)
First Tr Exchange Traded Smid Risng Etf (SDVY)
First Tr Exchange Traded Rba Indl Etf (AIRR)
Amazon (AMZN)
Timothy Plan Hig Dv Stk Etf (TPHD)
Northern Lts Fd Tr Iv Inspire Gbl Hope (BLES)

View all positions for Carlson Financial

Top funds holding iShares S&P 100 Index

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