LVZ Advisors »

iShares S&P 100 Index shares owned by LVZ Advisors

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

Historical chart of LVZ 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 LVZ Advisors 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 LVZ Advisors

Quarter filed Position value Share count Share price at filing
2024-06-30 $2.2M 8.4k 264.30
2024-03-31 $2.4M 9.5k 247.41
2023-12-31 $2.3M 10k 223.39

More positions owned by LVZ Advisors

First Tr Exchange-traded Smid Risng Etf (SDVY)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr S&p 500 Val Etf (IVE)
Dimensional Etf Trust Us High Profitab (DUHP)
Ishares Tr Core S&p Mcp Etf (IJH)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Core Us Aggbd Et (AGG)
Northern Lts Fd Tr Iv Inspire 100 Etf (BIBL)
Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
Dimensional Etf Trust Us Equity Market (DFUS)
Ishares Tr Core S&p Ttl Stk (ITOT)

View all positions for LVZ Advisors

Top funds holding iShares S&P 100 Index

Bank of America Corporation
Fifth Third Bancorp
Jones Financial Companies, L.L
Jpmorgan Chase & Co
Sigma Investment Counselors
Morgan Stanley
Goldman Sachs Group
Ieq Capital
Merriman Wealth Management
LPL Financial
Envestnet Asset Management
Wells Fargo & Company
Pnc Financial Services
Evoke Wealth
Kovitz Investment Group Partners

View all funds holding iShares S&P 100 Index