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iShares S&P 100 Index shares owned by Crown Wealth Group

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

Historical chart of Crown Wealth Group 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 Crown Wealth Group 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 Crown Wealth Group

Quarter filed Position value Share count Share price at filing
2025-12-31 $299k 871 342.97

More positions owned by Crown Wealth Group

Dimensional Etf Trust Us Equity Market (DFUS)
Spdr Series Trust State Street Spd (SPYM)
Innovator Etfs Trust Defined Wlt Shld (BALT)
Ishares Tr Large Cap Max Bu (DMAX)
Calamos Etf Tr Russell 2000 Str (CPRY)
Vanguard Index Fds Growth Etf (VUG)
Microsoft Corporation (MSFT)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr U.s. Tech Etf (IYW)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Dimensional Etf Trust Us High Profitab (DUHP)
Vaneck Etf Trust Semiconductr Etf (SMH)
Alphabet Cap Stk Cl A (GOOGL)

View all positions for Crown Wealth Group

Top funds holding iShares S&P 100 Index

Envestnet Asset Management
LPL Financial
Jpmorgan Chase & Co
Fifth Third Bancorp
Jones Financial Companies, L.L
BlackRock
CWM
Colony
Envestnet Portfolio Solutions
Park Avenue Securities
Goldman Sachs Group
Wells Fargo & Company
Mml Investors Services
Cresset Asset Management
Cetera Investment Advisers

View all funds holding iShares S&P 100 Index