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iShares S&P 100 Index shares owned by Envestnet Portfolio Solutions

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

Historical chart of Envestnet Portfolio Solutions 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 Envestnet Portfolio Solutions 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 Envestnet Portfolio Solutions

Quarter filed Position value Share count Share price at filing
2024-09-30 $19M 68k 276.76
2024-06-30 $16M 61k 264.30
2024-03-31 $15M 59k 247.41
2023-12-31 $124M 555k 223.39

More positions owned by Envestnet Portfolio Solutions

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Us Aggbd Et (AGG)
Trust For Professional Man Activepassive Us (APUE)
Ishares Tr Rus Tp200 Gr Etf (IWY)
Ishares Tr Core Total Usd (IUSB)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Trust For Professional Man Activepassive Eq (APIE)
Ishares Tr National Mun Etf (MUB)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Rus Tp200 Vl Etf (IWX)
Trust For Professional Man Activepassive Cr (APCB)

View all positions for Envestnet Portfolio Solutions

Top funds holding iShares S&P 100 Index

Bank of America Corporation
Fifth Third Bancorp
Jones Financial Companies, L.L
Jpmorgan Chase & Co
Sigma Investment Counselors
Morgan Stanley
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