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iShares S&P 100 Index shares owned by Melfa Wealth Management

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

Historical chart of Melfa Wealth Management 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 Melfa Wealth Management 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 Melfa Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $350k 1.1k 332.84
2025-06-30 $320k 1.1k 304.35
2025-03-31 $284k 1.1k 270.83
2024-12-31 $303k 1.1k 288.85
2024-09-30 $304k 1.1k 276.76

More positions owned by Melfa Wealth Management

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Index Fds Total Stk Mkt (VTI)
Putnam Mun Opportunities Tr Sh Ben Int (PMO)
Apple (AAPL)
Eaton Vance Muni Income Trus Sh Ben Int (EVN)
Blackrock Income Tr Com New (BKT)
Dimensional Etf Trust Us Small Cap Val (DFSV)
Ge Aerospace Com New (GE)
Ishares Tr Core S&p500 Etf (IVV)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Meta Platforms Cl A (META)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Blackrock Muniyield Insured Fund (MYI)
NVIDIA Corporation (NVDA)
Spdr S&p 500 Etf Tr Tr Unit (SPY)

View all positions for Melfa Wealth Management

Top funds holding iShares S&P 100 Index

Regions Bank
Envestnet Asset Management
SRS Capital Advisors
LPL Financial
Jpmorgan Chase & Co
Fifth Third Bancorp
Jones Financial Companies, L.L
Morgan Stanley
BlackRock
CWM
Goldman Sachs Group
Park Avenue Securities
Envestnet Portfolio Solutions
BlueCrest Capital Management
Cresset Asset Management

View all funds holding iShares S&P 100 Index