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iShares S&P 100 Index shares owned by Lavelle Capital

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

Historical chart of Lavelle Capital 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 Lavelle Capital 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 Lavelle Capital

Quarter filed Position value Share count Share price at filing
2026-03-31 $698k 2.2k 318.08
2025-12-31 $751k 2.2k 342.99

More positions owned by Lavelle Capital

Tesla Motors (TSLA)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Meta Platforms Cl A (META)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Alphabet Cap Stk Cl A (GOOGL)
Alphabet Cap Stk Cl C (GOOG)
Ishares Msci World Etf (URTH)
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)
Berkshire Hathaway Inc Del Cl A (BRK.A)
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)
Strategy Cl A New (MSTR)
Spdr Gold Tr Gold Shs (GLD)
Ishares Tr Rus Mid Cap Etf (IWR)
NVIDIA Corporation (NVDA)
J P Morgan Exchange Traded F Municipal Etf (JMUB)

View all positions for Lavelle Capital

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
CWM
Goldman Sachs Group
Colony
Wells Fargo & Company
Two Sigma Investments
Cresset Asset Management
Ieq Capital
UBS Group
Raymond James Financial

View all funds holding iShares S&P 100 Index