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iShares S&P 100 Index shares owned by Foundations Investment Advisors

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

Historical chart of Foundations Investment 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 Foundations Investment 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 Foundations Investment Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $7.6M 28k 276.76
2024-06-30 $6.8M 26k 264.30
2024-03-31 $7.3M 29k 247.41
2023-12-31 $6.9M 30k 231.44
2023-09-30 $476k 2.4k 200.64
2023-06-30 $370k 1.8k 207.06

More positions owned by Foundations Investment Advisors

Ishares Tr Core Total Usd (IUSB)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Core S&p500 Etf (IVV)
Exchange Listed Fds Tr Cabana Target 10 (TDSC)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Exchange Listed Fds Tr Cabana Moderate (CLSM)
Blackrock Etf Trust Us Eqt Factor (DYNF)
Ishares Tr S&p 500 Val Etf (IVE)
Two Rds Shared Tr Anfield Us Equ (AESR)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Eafe Value Etf (EFV)
Apple (AAPL)
Ishares Tr Eafe Grwth Etf (EFG)

View all positions for Foundations Investment Advisors

Top funds holding iShares S&P 100 Index

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

View all funds holding iShares S&P 100 Index