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iShares S&P 100 Index shares owned by LWM Advisory Services

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

Historical chart of LWM Advisory Services 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 LWM Advisory Services 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 LWM Advisory Services

Quarter filed Position value Share count Share price at filing
2025-12-31 $219k 637 343.03

More positions owned by LWM Advisory Services

Spdr S&p 500 Etf Tr Tr Unit (SPY)
World Gold Tr Spdr Gld Minis (GLDM)
J P Morgan Exchange Traded F Flexible Debt Et (JFLX)
Invesco Exch Traded Fd Tr Ii S&p Emrng Mkts (EELV)
Apple (AAPL)
J P Morgan Exchange Traded F Municipal Etf (JMUB)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
NVIDIA Corporation (NVDA)
Wisdomtree Tr Floatng Rat Trea (USFR)
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)
Microsoft Corporation (MSFT)
Amazon (AMZN)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Yld Optim Bd (BYLD)
Ishares Tr Global 100 Etf (IOO)

View all positions for LWM Advisory Services

Top funds holding iShares S&P 100 Index

Envestnet Asset Management
LPL Financial
Fifth Third Bancorp
Jones Financial Companies, L.L
BlackRock
CWM
Goldman Sachs Group
Colony
Envestnet Portfolio Solutions
Wells Fargo & Company
Mml Investors Services
Cresset Asset Management
Cetera Investment Advisers
UBS Group
Ieq Capital

View all funds holding iShares S&P 100 Index