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iShares S&P 100 Index shares owned by Financial Life Advisors

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

Historical chart of Financial Life Advisors 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 Life Advisors 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 Life Advisors

Quarter filed Position value Share count Share price at filing
2024-12-31 $7.4M 26k 288.85
2024-09-30 $7.1M 26k 276.76
2024-06-30 $6.6M 25k 264.30
2024-03-31 $5.6M 23k 247.41
2023-12-31 $4.5M 20k 223.39

More positions owned by Financial Life Advisors

Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr S&p 500 Val Etf (IVE)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Ishares Tr Core Total Usd (IUSB)
Spdr Ser Tr Port Mtg Bk Etf (SPMB)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr Eafe Value Etf (EFV)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr 10-20 Yr Trs Etf (TLH)
Ishares Msci Emrg Chn (EMXC)
Ishares Tr Eafe Grwth Etf (EFG)
Ishares Tr U.s. Tech Etf (IYW)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr S&p 100 Etf (OEF)
Ishares Tr Ishs 1-5yr Invs (IGSB)

View all positions for Financial Life Advisors

Top funds holding iShares S&P 100 Index

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

View all funds holding iShares S&P 100 Index