Financial Advocates Investment Management »

iShares S&P 100 Index shares owned by Financial Advocates Investment Management

Quarter-by-quarter ownership of iShares S&P 100 Index (OEF) shares owned by Financial Advocates Investment Management from 13F filings

Historical chart of Financial Advocates Investment 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 Financial Advocates Investment 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 Financial Advocates Investment Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.0M 6.1k 332.82
2025-06-30 $1.7M 5.7k 304.33
2025-03-31 $2.4M 8.7k 270.84
2024-12-31 $1.0M 3.5k 288.81
2024-09-30 $727k 5.0k 144.89
2024-06-30 $897k 3.4k 264.29
2024-03-31 $3.2M 27k 117.80
2023-12-31 $3.2M 29k 112.48
2023-09-30 $591k 5.3k 111.34
2023-06-30 $215k 1.0k 206.98
2022-12-31 $214k 1.3k 170.53
2022-09-30 $222k 1.4k 162.04
2022-06-30 $236k 1.4k 172.26
2022-03-31 $284k 1.4k 208.36
2021-12-31 $327k 1.5k 219.17
2021-09-30 $302k 1.5k 197.13
2021-06-30 $305k 1.6k 196.02
2021-03-31 $1.4M 21k 66.77
2020-12-31 $334k 1.9k 171.63
2020-09-30 $298k 1.9k 155.94
2020-06-30 $313k 2.2k 142.27
2020-03-31 $283k 2.4k 118.76
2019-12-31 $433k 3.0k 144.14
2019-09-30 $452k 3.4k 131.36
2019-06-30 $628k 4.8k 129.56
2019-03-31 $977k 7.8k 125.24
2018-12-31 $603k 12k 52.15
2018-09-30 $1.7M 13k 129.62
2018-06-30 $1.5M 12k 120.08
2018-03-31 $1.4M 12k 116.00
2017-12-31 $1.5M 13k 120.00

More positions owned by Financial Advocates Investment Management

Apple (AAPL)
Spdr Gold Tr Gold Shs (GLD)
Ishares Tr Core 80/20 Aggre (AOA)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Total Usd (IUSB)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)
Pacer Fds Tr Trendp Us Lar Cp (PTLC)
Ishares Tr Core 40/60 Moder (AOM)
Ishares Tr Us Aer Def Etf (ITA)
Vanguard Index Fds Total Stk Mkt (VTI)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
J P Morgan Exchange Traded F Active Growth (JGRO)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)

View all positions for Financial Advocates Investment Management

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