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

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

Historical chart of Shrier 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 Shrier 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 Shrier Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $740k 2.2k 342.96

More positions owned by Shrier Wealth Management

Ishares Tr 0-3 Mnth Treasry (SGOV)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Index Fds Growth Etf (VUG)
Spdr Gold Tr Gold Shs (GLD)
Vanguard Index Fds Value Etf (VTV)
Vanguard Specialized Funds Div App Etf (VIG)
JPMorgan Chase & Co. (JPM)
Ishares Tr Core S&p Scp Etf (IJR)
Spdr Series Trust State Street Spd (SDY)
Ishares Gold Tr Ishares New (IAU)
Williams Companies (WMB)
Exxon Mobil Corporation (XOM)
Bank of America Corporation (BAC)
Enbridge (ENB)

View all positions for Shrier 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
BlackRock
CWM
Goldman Sachs Group
Park Avenue Securities
Envestnet Portfolio Solutions
BlueCrest Capital Management
Cresset Asset Management
Mml Investors Services

View all funds holding iShares S&P 100 Index