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iShares S&P 100 Index shares owned by PUREfi Wealth

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

Historical chart of PUREfi Wealth 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 PUREfi Wealth 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 PUREfi Wealth

Quarter filed Position value Share count Share price at filing
2025-09-30 $637k 1.9k 332.84
2025-06-30 $442k 1.5k 304.35
2025-03-31 $580k 2.1k 270.83

More positions owned by PUREfi Wealth

Stryker Corporation (SYK)
Microsoft Corporation (MSFT)
Ishares Tr Core S&p500 Etf (IVV)
Broadcom (AVGO)
Apple (AAPL)
Wal-Mart Stores (WMT)
Amazon (AMZN)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Capital Grp Fixed Incm Etf T Short Duration M (CGSM)
NVIDIA Corporation (NVDA)
Blackrock Etf Trust Us Eqt Factor (DYNF)
Oracle Corporation (ORCL)
Eli Lilly & Co. (LLY)
Fidelity Covington Trust Blue Chip Grwth (FBCG)
JPMorgan Chase & Co. (JPM)

View all positions for PUREfi Wealth

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