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

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

Historical chart of Shelton 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 Shelton 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 Shelton Wealth Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $488k 4.0k 122.04

More positions owned by Shelton Wealth Management

First Tr Exchange-traded First Tr Enh New (FTSM)
Ishares Tr Ibonds 27 Trm Ts (IBTH)
Ishares Tr Ibonds 28 Trm Ts (IBTI)
Ishares Tr Ibonds 29 Trm Ts (IBTJ)
Ishares Tr Ibond Dec 2030 (IBTK)
Ishares Tr Ibonds Dec 2031 (IBTL)
Ishares Tr Rus Mid Cap Etf (IWR)
Ishares Tr Rus 1000 Etf (IWB)
First Tr Exchange-traded Cap Strength Etf (FTCS)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Ishares Tr 3 7 Yr Treas Bd (IEI)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Ishares Msci Emrg Chn (EMXC)
First Tr Exchange Traded Risng Divd Achiv (RDVY)
NVIDIA Corporation Call Option (NVDA)

View all positions for Shelton Wealth Management

Top funds holding iShares S&P 100 Index

Bank of America Corporation
Fifth Third Bancorp
Jones Financial Companies, L.L
Polar Securities
Morgan Stanley
LPL Financial
CWM
Goldman Sachs Group
Colony
Wells Fargo & Company
Two Sigma Investments
Cresset Asset Management
Ieq Capital
UBS Group
Raymond James Financial

View all funds holding iShares S&P 100 Index