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iShares S&P 100 Index shares owned by Global Wealth Strategies & Associates

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

Historical chart of Global Wealth Strategies & Associates 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 Strategies & Associates 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 Strategies & Associates

Quarter filed Position value Share count Share price at filing
2024-12-31 $2.8M 9.7k 288.86
2024-09-30 $2.7M 9.7k 276.76
2024-06-30 $2.6M 9.7k 264.30
2024-03-31 $2.4M 9.7k 247.41
2023-12-31 $2.1M 9.6k 223.39
2023-09-30 $1.7M 8.4k 200.64
2023-06-30 $1.8M 8.7k 207.06
2023-03-31 $1.7M 8.9k 187.04
2022-12-31 $1.7M 10k 170.57

More positions owned by Global Wealth Strategies & Associates

Vanguard S&p 500 Etf Etf (VOO)
Ishares Core Msci Eafe Etf Etf (IEFA)
Invesco Nasdaq 100 Etf Etf (QQQM)
Vanguard Total Bond Market Etf Etf (BND)
Vanguard Russell 2000 Etf Etf (VTWO)
Ishares Msci Usa Quality Factor Etf Etf (QUAL)
Ishares Msci Usa Momentum Factor Etf Etf (MTUM)
Vanguard Dividend Appreciation Etf Etf (VIG)
Ishares National Muni Bond Etf Etf (MUB)
Vanguard Mortgage-backed Securities Etf Etf (VMBS)
Ishares Flexible Income Active Etf Etf (BINC)
Ishares Gold Trust Etf (IAU)
Ishares 20 Year Treasury Bond Etf Etf (TLT)
Apple Stock (AAPL)
Ishares S&p 100 Etf Etf (OEF)

View all positions for Global Wealth Strategies & Associates

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