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iShares S&P 100 Index shares owned by Lineweaver Wealth Advisors

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

Historical chart of Lineweaver 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 Lineweaver 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 Lineweaver Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-12-31 $13M 46k 289.31
2024-09-30 $13M 48k 277.17
2024-06-30 $12M 47k 264.70
2024-03-31 $13M 50k 247.81
2023-12-31 $11M 47k 223.77
2023-09-30 $6.9M 34k 200.93
2023-06-30 $7.0M 34k 207.37
2023-03-31 $6.1M 33k 187.12
2022-09-30 $7.2M 44k 162.53

More positions owned by Lineweaver Wealth Advisors

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Apple (AAPL)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Msci Usa Min Vol (USMV)
Alps Etf Tr Smith Core Plus (SMTH)
J P Morgan Exchange Traded F Income Etf (JPIE)
Blackrock Etf Trust Ii Ishares Flexible (BINC)
Ishares Tr S&p 100 Etf (OEF)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Eafe Grwth Etf (EFG)
Innovator Etfs Trust Us Eqty Pwr Buf (PJUN)
Ishares Tr Core 1 5 Yr Usd (ISTB)
Microsoft Corporation (MSFT)

View all positions for Lineweaver Wealth Advisors

Top funds holding iShares S&P 100 Index

Demars Financial Group
Bank of America Corporation
Fifth Third Bancorp
Jones Financial Companies, L.L
Jpmorgan Chase & Co
Morgan Stanley
Goldman Sachs Group
Cresset Asset Management
Ieq Capital
LPL Financial
Merriman Wealth Management
UBS Group
Wells Fargo & Company
Envestnet Asset Management
Pnc Financial Services

View all funds holding iShares S&P 100 Index