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iShares S&P 100 Index shares owned by ForthRight Wealth Management

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

Historical chart of ForthRight Wealth 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 ForthRight Wealth 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 ForthRight Wealth Management

Quarter filed Position value Share count Share price at filing
2024-12-31 $292k 1.0k 288.85
2024-09-30 $280k 1.0k 276.76
2024-06-30 $268k 1.0k 264.30
2024-03-31 $252k 1.0k 247.41
2021-12-31 $213k 973 218.91
2020-12-31 $1.0k 8 125.00

More positions owned by ForthRight Wealth Management

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Proshares Tr S&p 500 Dv Arist (NOBL)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Ishares Tr Core S&p Us Vlu (IUSV)
Ishares Tr Core S&p Us Gwt (IUSG)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Vanguard Bd Index Fds Intermed Term (BIV)
J P Morgan Exchange Traded F Intl Bd Opp Etf (JPIB)
Vanguard Index Fds Mid Cap Etf (VO)
Hartford Fds Exchange Traded Aaa Clo Etf (HSRT)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Amplify Etf Tr Cwp Enhanced Div (DIVO)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Proshares Tr Russ 2000 Divd (SMDV)
Alps Etf Tr Intl Sec Dv Dog (IDOG)

View all positions for ForthRight Wealth Management

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
Goldman Sachs Group
Ieq Capital
Merriman Wealth Management
UBS Group
LPL Financial
Envestnet Asset Management
Wells Fargo & Company
Pnc Financial Services
Evoke Wealth

View all funds holding iShares S&P 100 Index