Quantum Financial Advisors »

iShares S&P 100 Index shares owned by Quantum Financial Advisors

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

Historical chart of Quantum Financial Advisors 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 Quantum Financial Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares S&P 100 Index by Quantum Financial Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $9.0M 367k 24.57
2024-12-31 $5.2M 218k 24.11
2024-06-30 $4.6M 190k 24.12
2024-03-31 $4.4M 182k 24.39

More positions owned by Quantum Financial Advisors

American Centy Etf Tr Us Eqt Etf (AVUS)
Dimensional Etf Trust Us Sustainabilty (DFSU)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Dimensional Etf Trust International (DFSI)
Apple (AAPL)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Dimensional Etf Trust Global Sustaina (DFSB)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Dimensional Etf Trust Emerging Markets (DFSE)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)
American Centy Etf Tr Real Estate Etf (AVRE)
Dimensional Etf Trust Intl Small Cap V (DISV)
Dimensional Etf Trust Global Real Est (DFGR)
Dimensional Etf Trust Us Core Equity 1 (DCOR)

View all positions for Quantum Financial Advisors

Top funds holding iShares S&P 100 Index

Envestnet Asset Management
LPL Financial
Jpmorgan Chase & Co
Fifth Third Bancorp
Jones Financial Companies, L.L
BlackRock
CWM
Colony
Envestnet Portfolio Solutions
Park Avenue Securities
Goldman Sachs Group
Wells Fargo & Company
Mml Investors Services
Cresset Asset Management
Cetera Investment Advisers

View all funds holding iShares S&P 100 Index