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iShares S&P 100 Index shares owned by Copperleaf Capital

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

Historical chart of Copperleaf Capital 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 Copperleaf Capital 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 Copperleaf Capital

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.4M 7.2k 332.82
2025-06-30 $1.5M 4.8k 304.34
2025-03-31 $1.2M 4.3k 270.85
2023-12-31 $1.0M 4.5k 223.41

More positions owned by Copperleaf Capital

Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)
Fidelity Wise Origin Bitcoin SHS (FBTC)
Calamos Etf Tr Callmos Bit Stru (CBOJ)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust Us Core Equity 1 (DCOR)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Core Total Usd (IUSB)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr S&p 500 Grwt Etf (IVW)
Eos Energy Enterprises Com Cl A (EOSE)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Gold Tr Ishares New (IAU)
Dimensional Etf Trust Intl Core Equity (DFIC)

View all positions for Copperleaf Capital

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