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iShares S&P 100 Index shares owned by Fiduciary Planning

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

Historical chart of Fiduciary Planning 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 Fiduciary Planning 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 Fiduciary Planning

Quarter filed Position value Share count Share price at filing
2025-09-30 $11M 33k 332.84
2025-06-30 $9.3M 30k 304.35
2025-03-31 $8.8M 32k 270.83
2024-12-31 $9.6M 33k 288.85
2024-09-30 $9.3M 34k 276.76
2024-06-30 $5.2M 20k 264.30

More positions owned by Fiduciary Planning

Wisdomtree Tr Us Qtly Div Grt (DGRW)
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FFEB)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Invesco Actively Managed Exc Var Rate Invt (VRIG)
Hartford Fds Exchange Traded Aaa Clo Etf (TRPA)
Invesco Exchange Traded Fd T S&p 100 Eql Wigh (EQWL)
Vaneck Etf Trust Semiconductr Etf (SMH)
Select Sector Spdr Tr Technology (XLK)
Fidelity Covington Trust Fundamental Larg (FFLC)
Ishares Tr S&p 100 Etf (OEF)
First Tr Exchange Traded Rba Indl Etf (AIRR)
Ishares Tr U.s. Insrnce Etf (IAK)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p500 Etf (IVV)
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO)

View all positions for Fiduciary Planning

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