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

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

Historical chart of Family 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 Family 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 Family Wealth Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $906k 2.7k 332.87
2025-06-30 $459k 1.5k 304.36
2024-12-31 $236k 817 288.87
2023-12-31 $281k 1.3k 223.40

More positions owned by Family Wealth Group

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Growth Etf (VUG)
Capitol Ser Tr Sterling Cap Enh (SCEC)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Rus Tp200 Gr Etf (IWY)
Aim Etf Products Trust Allianzim Us Equ (DECU)
Aim Etf Products Trust Allianzim Us Lrg (SIXP)
Aim Etf Products Trust Us Lrgcp B10 Dec (DECT)
First Tr Exchng Traded Fd Vi Ft Vest Nas (QJUN)
Aim Etf Products Trust Allianzim Us Lrg (SEPT)
Ishares Tr Core Msci Intl (IDEV)
Ishares Tr Rus Tp200 Vl Etf (IWX)
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FJUN)
Elevation Series Trust Trueshares Quart (QBER)
Elevation Series Trust Trueshares Seaso (ONEZ)

View all positions for Family Wealth Group

Top funds holding iShares S&P 100 Index

Regions Bank
Envestnet Asset Management
SRS Capital Advisors
LPL Financial
Jpmorgan Chase & Co
Fifth Third Bancorp
Jones Financial Companies, L.L
Morgan Stanley
BlackRock
CWM
Goldman Sachs Group
Park Avenue Securities
Envestnet Portfolio Solutions
BlueCrest Capital Management
Cresset Asset Management

View all funds holding iShares S&P 100 Index