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iShares S&P 100 Index shares owned by Lynch Investment Planning

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

Historical chart of Lynch Investment Planning 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 Lynch Investment Planning 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 Lynch Investment Planning

Quarter filed Position value Share count Share price at filing
2025-12-31 $4.7M 14k 342.97

More positions owned by Lynch Investment Planning

Pimco Etf Tr Active Bd Etf (BOND)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Dimensional Etf Trust Us High Profitab (DUHP)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr S&p 100 Etf (OEF)
Ishares Tr Core Msci Eafe (IEFA)
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)
Ishares Tr Core Div Grwth (DGRO)
Ishares Tr Core S&p Scp Etf (IJR)
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO)
Alphabet Cap Stk Cl A (GOOGL)
Apple (AAPL)
Ishares Tr Core S&p Mcp Etf (IJH)

View all positions for Lynch Investment Planning

Top funds holding iShares S&P 100 Index

Envestnet Asset Management
LPL Financial
Jpmorgan Chase & Co
Fifth Third Bancorp
Jones Financial Companies, L.L
BlackRock
CWM
Colony
Park Avenue Securities
Goldman Sachs Group
Envestnet Portfolio Solutions
Wells Fargo & Company
Mml Investors Services
Cresset Asset Management
Cetera Investment Advisers

View all funds holding iShares S&P 100 Index