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iShares S&P 100 Index shares owned by Horst & Graben Wealth Management

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

Historical chart of Horst & Graben 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 Horst & Graben 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 Horst & Graben Wealth Management

Quarter filed Position value Share count Share price at filing
2024-12-31 $2.3M 7.9k 288.85
2024-09-30 $2.2M 8.0k 276.76
2024-06-30 $1.7M 6.3k 264.30
2024-03-31 $954k 3.9k 247.41
2023-12-31 $6.8M 31k 223.39
2023-09-30 $681k 3.4k 200.64

More positions owned by Horst & Graben Wealth Management

Spdr Ser Tr Portfolio S&p500 (SPLG)
Ishares Tr Core Total Usd (IUSB)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Mbs Etf (MBB)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Eafe Grwth Etf (EFG)
Ishares Tr Rus Tp200 Gr Etf (IWY)
Blackrock Etf Trust Ii Ishares Flexible (BINC)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr U.s. Tech Etf (IYW)
Ishares Tr Core S&p500 Etf (IVV)

View all positions for Horst & Graben 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