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iShares S&P 100 Index shares owned by GoalVest Advisory

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

Historical chart of GoalVest Advisory 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 GoalVest Advisory 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 GoalVest Advisory

Quarter filed Position value Share count Share price at filing
2026-06-30 $10k 28 365.86

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Vanguard S&p 500 Etf Etf (VOO)
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State Street Spdr Nyse Technology Etf Etf (XNTK)
State Street Spdr Portfolio Intermediate Term Corporate Bond Etf Etf (SPIB)
Goldman Sachs Municipal Income Etf Etf (GMUB)
Ishares Core Msci Eafe Etf Etf (IEFA)
Spear Alpha Etf Etf (SPRX)
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Ishares Core Msci Emerging Markets Etf Etf (IEMG)
Goldman Sachs Physical Gold Etf Etf (AAAU)
Alphabet Inc Cap Stk Cl A Stock (GOOGL)
Tesla Stock (TSLA)
Amazon Stock (AMZN)
State Street Spdr Portfolio S&p 500 Growth Etf Etf (SPYG)
Vanguard Ftse Europe Etf Etf (VGK)

View all positions for GoalVest Advisory

Top funds holding iShares S&P 100 Index

Bank of America Corporation
Fifth Third Bancorp
Jones Financial Companies, L.L
Polar Securities
Morgan Stanley
LPL Financial
Goldman Sachs Group
Colony
Wells Fargo & Company
Two Sigma Investments
Cresset Asset Management
Ieq Capital
UBS Group
Pnc Financial Services
Raymond James Financial

View all funds holding iShares S&P 100 Index