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

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

Historical chart of HB 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 HB 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 HB Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $5.3M 24k 223.39
2023-09-30 $4.8M 24k 200.64
2023-06-30 $4.9M 24k 207.06
2023-03-31 $4.5M 24k 187.04
2022-12-31 $4.1M 24k 170.57
2022-09-30 $4.1M 25k 162.50
2022-06-30 $4.5M 26k 172.46
2022-03-31 $5.5M 26k 208.53
2021-12-31 $5.7M 26k 219.12

More positions owned by HB Wealth Management

Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Specialized Funds Div App Etf (VIG)
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)
Home Depot (HD)
Ishares Tr S&p 500 Grwt Etf (IVW)
Apple (AAPL)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Microsoft Corporation (MSFT)
Ishares Tr Core S&p Ttl Stk (ITOT)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)

View all positions for HB Wealth Management

Top funds holding iShares S&P 100 Index

Bank of America Corporation
Fifth Third Bancorp
Jpmorgan Chase & Co
Goldman Sachs Group
Ieq Capital
UBS Group
Wells Fargo & Company
Envestnet Portfolio Solutions
Evoke Wealth
Pnc Financial Services
Advisor Group Holdings
Relative Value Partners
Old National Trust Company
Raymond James Financial Services Advisors
Janney Montgomery Scott

View all funds holding iShares S&P 100 Index