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iShares S&P 100 Index shares owned by IAG Wealth Partners

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

Historical chart of IAG Wealth Partners 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 IAG Wealth Partners 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 IAG Wealth Partners

Quarter filed Position value Share count Share price at filing
2025-12-31 $6.5k 19 342.95
2023-03-31 $8.2k 44 187.05

More positions owned by IAG Wealth Partners

State Street MF Closed and MF Open (SPYM)
Jpmorgan Active MF Closed and MF Open (JBND)
Nyli Mackay MF Closed and MF Open (MMIT)
Goldman Sachs MF Closed and MF Open (GSLC)
Avantis Intl MF Closed and MF Open (AVIV)
Wisdomtree U S MF Closed and MF Open (DLN)
Ishares Core MF Closed and MF Open (DIVB)
Ishares Core MF Closed and MF Open (IVV)
Goldman Sachs MF Closed and MF Open (GSIE)
Wisdomtree U S MF Closed and MF Open (DON)
Vanguard Growth MF Closed and MF Open (VUG)
Pgim Ultra MF Closed and MF Open (PULS)
Simplify Managed MF Closed and MF Open (CTA)
Invesco Large MF Closed and MF Open (PWV)
Jpmorgan MF Closed and MF Open (JMUB)

View all positions for IAG Wealth Partners

Top funds holding iShares S&P 100 Index

Envestnet Asset Management
LPL Financial
Jpmorgan Chase & Co
Fifth Third Bancorp
Jones Financial Companies, L.L
BlackRock
CWM
Colony
Envestnet Portfolio Solutions
Park Avenue Securities
Goldman Sachs Group
Wells Fargo & Company
Mml Investors Services
Cresset Asset Management
Cetera Investment Advisers

View all funds holding iShares S&P 100 Index