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

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

Historical chart of Napa 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 Napa 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 Napa Wealth Management

Quarter filed Position value Share count Share price at filing
2024-12-31 $653k 2.3k 288.85

More positions owned by Napa Wealth Management

Pacer Fds Tr Wealthshield (PWS)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Ea Series Trust Alpha Arch 1-3 (BOXX)
Series Portfolios Tr Adaptiv Select (ADPV)
Tidal Trust I Unlimited Hfeq E
Pacer Fds Tr Trendpilot Us Bd (PTBD)
Tidal Trust I Unlimited Hfgm (HFGM)
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)
Simplify Exchange Traded Fun Managed Futures (CTA)
Ishares Gold Tr Shares Represent (IAUM)
Ishares Tr Tips Bd Etf (TIP)
Ea Series Trust Bridges Cap Tact (BDGS)
Pacer Fds Tr Trendpilot Fd (TRND)
NVIDIA Corporation (NVDA)
Global X Fds Bitcoin Trend St (BTRN)

View all positions for Napa 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