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iShares S&P 100 Index shares owned by Fullcircle Wealth

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

Historical chart of Fullcircle Wealth 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 Fullcircle Wealth 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 Fullcircle Wealth

Quarter filed Position value Share count Share price at filing
2024-06-30 $570k 2.2k 261.58

More positions owned by Fullcircle Wealth

United Parcel Service CL B (UPS)
Ishares Tr Iboxx Hi Yd Etf (HYG)
Microsoft Corporation (MSFT)
Apple (AAPL)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Goldman Sachs Etf Tr Acces Treasury (GBIL)
Snowflake Cl A (SNOW)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Ibonds 24 Trm Ts (IBTE)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Spdr Ser Tr Bloomberg High Y (JNK)
Texas Instruments Incorporated (TXN)
Unilever Spon Adr New (UL)
Ishares Tr Core Total Usd (IUSB)
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS)

View all positions for Fullcircle Wealth

Top funds holding iShares S&P 100 Index

Bank of America Corporation
Fifth Third Bancorp
Jpmorgan Chase & Co
Sigma Investment Counselors
Morgan Stanley
Goldman Sachs Group
Ieq Capital
Merriman Wealth Management
LPL Financial
Wells Fargo & Company
Envestnet Asset Management
Pnc Financial Services
Old National Trust Company
Raymond James Financial Services Advisors
Mariner Wealth Advisors

View all funds holding iShares S&P 100 Index