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iShares S&P 100 Index shares owned by Ehrlich Financial Group

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

Historical chart of Ehrlich Financial 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 Ehrlich Financial 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 Ehrlich Financial Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $742k 2.7k 276.81
2024-06-30 $676k 2.6k 264.33
2024-03-31 $500k 2.0k 247.35

More positions owned by Ehrlich Financial Group

Ishares Tr S&p 500 Grwt Etf (IVW)
American Centy Etf Tr Us Eqt Etf (AVUS)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Blackrock Etf Trust Us Eqt Factor (DYNF)
Ishares Tr Calif Mun Bd Etf (CMF)
Ishares Tr Eafe Value Etf (EFV)
American Centy Etf Tr Avantis Core Fi (AVIG)
Ishares Tr Eafe Grwth Etf (EFG)
Select Sector Spdr Tr Technology (XLK)
Vanguard Specialized Funds Div App Etf (VIG)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Blackrock Etf Trust Ii Flexible Income (BINC)
Ishares Tr Mbs Etf (MBB)
Columbia Etf Tr Ii Em Core Ex Etf (XCEM)

View all positions for Ehrlich Financial Group

Top funds holding iShares S&P 100 Index

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Goldman Sachs Group
Ieq Capital
Merriman Wealth Management
LPL Financial
Envestnet Asset Management
Wells Fargo & Company
Pnc Financial Services
Evoke Wealth
Kovitz Investment Group Partners

View all funds holding iShares S&P 100 Index