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iShares S&P 100 Index shares owned by PDS Planning

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

Historical chart of PDS 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 PDS 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 PDS Planning

Quarter filed Position value Share count Share price at filing
2026-06-30 $1.5M 4.1k 365.83

More positions owned by PDS Planning

Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Index Fds Mid Cap Etf (VO)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Ishares Tr Global Reit Etf (REET)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Abbvie (ABBV)
Vanguard Index Fds Sm Cp Val Etf (VBR)

View all positions for PDS Planning

Top funds holding iShares S&P 100 Index

Bank of America Corporation
Fifth Third Bancorp
Jones Financial Companies, L.L
Jpmorgan Chase & Co
Morgan Stanley
Goldman Sachs Group
LPL Financial
Wells Fargo & Company
Cresset Asset Management
UBS Group
Ieq Capital
Pnc Financial Services
Colony
MAI Wealth Advisors
Quantum Financial Advisors

View all funds holding iShares S&P 100 Index