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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
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)
Powershares Actively Managed Var Rate Invt (VRIG)
Hartford Fds Exchange Traded Aaa Clo Etf (HSRT)
Invesco Exchange Traded Fd T S&p 100 Eql Wigh (EQWL)
Tidal Tr Ii Clockwise Core E
Select Sector Spdr Tr Technology (XLK)
Vaneck Etf Trust Semiconductr Etf (SMH)
Fidelity Covington Trust Fundamental Larg (FFLC)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr U.s. Insrnce Etf (IAK)
Ishares Tr S&p 100 Etf (OEF)
First Tr Exchange-traded Rba Indl Etf (AIRR)
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO)

View all positions for Fiduciary Planning

Top funds holding iShares S&P 100 Index

Bank of America Corporation
Fifth Third Bancorp
Cresset Asset Management
Jones Financial Companies, L.L
Jpmorgan Chase & Co
Sigma Investment Counselors
Morgan Stanley
Goldman Sachs Group
Ieq Capital
Merriman Wealth Management
LPL Financial
UBS Group
Wells Fargo & Company
Envestnet Asset Management
Pnc Financial Services

View all funds holding iShares S&P 100 Index