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iShares S&P 100 Index shares owned by LiftPoint Family Wealth Advisors

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

Historical chart of LiftPoint Family Wealth 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 LiftPoint Family Wealth 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 LiftPoint Family Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $825k 2.6k 318.07

More positions owned by LiftPoint Family Wealth Advisors

Ishares Tr Core S&p500 Etf (IVV)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Core Msci Emkt (IEMG)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Eafe Grwth Etf (EFG)
Blackrock Etf Trust Ishares Us Thema (THRO)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Blackrock Etf Trust Ishares A I Inno (BAI)
Ishares Tr Long Term Muni (LMUB)
Ishares Tr National Mun Etf (MUB)
Blackrock Etf Trust Ishares Large Ca (BLCR)
Apple (AAPL)
Ishares Tr Msci Usa Mmentm (MTUM)

View all positions for LiftPoint Family Wealth Advisors

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

View all funds holding iShares S&P 100 Index