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

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

Historical chart of PMG 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 PMG 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 PMG Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $8.8M 27k 331.54
2025-06-30 $8.0M 26k 304.35
2025-03-31 $6.7M 25k 270.83
2024-12-31 $7.2M 25k 288.84

More positions owned by PMG Wealth Management

Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr S&p 100 Etf (OEF)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)
Wisdomtree Tr Us Qtly Div Grt (DGRW)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Ssga Active Etf Tr Spdr Tr Tactic (TOTL)
Ishares Tr Core Msci Eafe (IEFA)
Global X Fds Us Infr Dev Etf (PAVE)
Ab Active Etfs Ultra Short Incm (YEAR)
Ishares Tr Core S&p500 Etf (IVV)
Wisdomtree Tr Wisdomtree Us Va (WTV)
First Tr Exchange-traded SHS (FDL)

View all positions for PMG 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