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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
2023-12-31 $293k 1.3k 223.40

More positions owned by Family Wealth Group

Vanguard S&p 500 Etf idx (VOO)
Ishares Tr rus200 grw idx (IWY)
Ishares Inc core msci emkt (IEMG)
SPDR DJ Wilshire Large Cap (SPLG)
Ishares Tr core msci intl (IDEV)
Ishares Tr rus200 val idx (IWX)
Amazon (AMZN)
Vanguard Mortgage Bkd Sects ETF (VMBS)
Apple (AAPL)
iShares Barclays Credit Bond Fund (USIG)
Microsoft Corporation (MSFT)
iShares MSCI EAFE Growth Index (EFG)
SPDR Barclays Capital Aggregate Bo (SPAB)
iShares Russell Midcap Value Index (IWS)
iShares MSCI EAFE Value Index (EFV)

View all positions for Family Wealth Group

Top funds holding iShares S&P 100 Index

Bank of America Corporation
Fifth Third Bancorp
Jpmorgan Chase & Co
Sigma Investment Counselors
Goldman Sachs Group
Ieq Capital
UBS Group
LPL Financial
Wells Fargo & Company
Evoke Wealth
Pnc Financial Services
Relative Value Partners
Old National Trust Company
Raymond James Financial Services Advisors
Two Sigma Investments

View all funds holding iShares S&P 100 Index