Evelyn Partners Asset Management »

iShares S&P 100 Index shares owned by Evelyn Partners Asset Management

Quarter-by-quarter ownership of iShares S&P 100 Index (OEF) shares owned by Evelyn Partners Asset Management from 13F filings

Historical chart of Evelyn Partners Asset Management 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 Evelyn Partners Asset Management 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 Evelyn Partners Asset Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $23k 71 318.07

More positions owned by Evelyn Partners Asset Management

Spdr Gold Tr Gold Shs (GLD)
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)
Vaneck Etf Trust Gold Miners Etf (GDX)
Microsoft Corporation (MSFT)
Alphabet Cap Stk Cl A (GOOGL)
Vanguard Intl Equity Index F Ftse Pacific Etf (VPL)
Amazon (AMZN)
Visa Com Cl A (V)
Vanguard World Energy Etf (VDE)
Apple (AAPL)
Stryker Corporation (SYK)
Booking Holdings (BKNG)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Litman Gregory Fds Tr Imgp Dbi Managed (DBMF)
Global X Fds Global X Uranium (URA)

View all positions for Evelyn Partners Asset Management

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