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

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

Historical chart of Global 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 Global 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 Global Wealth Management

Quarter filed Position value Share count Share price at filing
2024-12-31 $256k 887 288.85
2024-09-30 $246k 887 276.76

More positions owned by Global Wealth Management

Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)
Ishares Tr Core S&p500 Etf (IVV)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Bd Index Fds Vanguard Ultra (VUSB)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr Core S&p Mcp Etf (IJH)
Vanguard Index Fds Total Stk Mkt (VTI)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Vanguard World Inf Tech Etf (VGT)
Johnson & Johnson (JNJ)
Ishares Tr Rus 1000 Val Etf (IWD)
Amazon (AMZN)

View all positions for Global 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