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iShares S&P 100 Index shares owned by Enzi Wealth

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

Historical chart of Enzi Wealth 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 Enzi Wealth 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 Enzi Wealth

Quarter filed Position value Share count Share price at filing
2024-09-30 $235k 834 281.62
2024-06-30 $227k 834 271.90
2024-03-31 $205k 853 239.88

More positions owned by Enzi Wealth

John Hancock Exchange Traded Multifactor Mi (JHMM)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Msci Intl Qualty (IQLT)
Ishares Tr Core S&p Scp Etf (IJR)
Exxon Mobil Corporation (XOM)
Ishares Tr Msci Usa Min Vol (USMV)
Pacer Fds Tr Lunt Lrgcp Multi (PALC)
Dbx Etf Tr Xtrack Msci Eafe (DBEF)
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)
American Centy Etf Tr Avantis Us Mid C (AVMV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
American Centy Etf Tr Emerging Mkt Val (AVES)

View all positions for Enzi Wealth

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