Legacy Financial Group »

iShares S&P 100 Index shares owned by Legacy Financial Group

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

Historical chart of Legacy Financial Group 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 Legacy Financial Group consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares S&P 100 Index by Legacy Financial Group

Quarter filed Position value Share count Share price at filing
2025-12-31 $15M 43k 340.28
2025-09-30 $14M 42k 332.84
2025-06-30 $6.7M 22k 304.36
2025-03-31 $3.7M 14k 270.82

More positions owned by Legacy Financial Group

Jpmorgan Hedged Equity Laddered Overlay Etf Etf (HELO)
Ft Vest Laddered Deep Buffer Etf Etf (BUFD)
Ishares Core S&p U.s. Growth Etf Etf (IUSG)
State Street Spdr S&p Dividend Etf Etf (SDY)
Vanguard Small-cap Etf Etf (VB)
Essential 40 Stock Etf Etf (ESN)
Ishares Msci Emerging Markets Ex China Etf Etf (EMXC)
Ishares Flexible Income Active Etf Etf (BINC)
Ishares Core Total Usd Bond Market Etf Etf (IUSB)
Ishares S&p 500 Value Etf Etf (IVE)
Ishares U.s. Equity Factor Rotation Active Etf Etf (DYNF)
Ishares Core S&p 500 Etf Etf (IVV)
Ishares S&p 500 Growth Etf Etf (IVW)
Invesco Bulletshares 2027 Corporate Bond Etf Etf (BSCR)
Ishares 0-5 Year High Yield Corporate Bond Etf Etf (SHYG)

View all positions for Legacy Financial Group

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