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iShares S&P 100 Index shares owned by Lifeworks Advisors

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

Historical chart of Lifeworks Advisors 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 Lifeworks Advisors 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 Lifeworks Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $868k 2.6k 332.84
2025-06-30 $521k 1.7k 304.35
2025-03-31 $392k 1.4k 270.83
2024-12-31 $207k 716 288.85

More positions owned by Lifeworks Advisors

Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Ishares Tr Us Treas Bd Etf (GOVT)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Ishares Tr Mbs Etf (MBB)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Ishares Gold Tr Ishares New (IAU)
Fidelity Covington Trust Msci Info Tech I (FTEC)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Microsoft Corporation (MSFT)
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)
Abbvie (ABBV)
Spdr Gold Tr Gold Shs (GLD)
Seagate Technology Hldngs Pl Ord Shs (STX)
Apple (AAPL)
Johnson & Johnson (JNJ)

View all positions for Lifeworks Advisors

Top funds holding iShares S&P 100 Index

Regions Bank
Envestnet Asset Management
SRS Capital Advisors
LPL Financial
Jpmorgan Chase & Co
Fifth Third Bancorp
Jones Financial Companies, L.L
Morgan Stanley
BlackRock
CWM
Goldman Sachs Group
Park Avenue Securities
Envestnet Portfolio Solutions
BlueCrest Capital Management
Cresset Asset Management

View all funds holding iShares S&P 100 Index