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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
2026-06-30 $789k 2.2k 365.80
2026-03-31 $687k 2.2k 318.06
2025-12-31 $740k 2.2k 342.96

More positions owned by Shrier Wealth Management

Ishares Tr 0-3 Mth Treasury (SGOV)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr Core S&p Scp Etf (IJR)
Spdr Gold Tr Gold Shs (GLD)
Spdr Series Trust St Str Sp Div (SDY)
JPMorgan Chase & Co. (JPM)
Williams Companies (WMB)
Enbridge (ENB)
Exxon Mobil Corporation (XOM)
Procter & Gamble Company (PG)
Ishares Gold Tr Ishares New (IAU)

View all positions for Shrier 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
Goldman Sachs Group
Colony
Wells Fargo & Company
Two Sigma Investments
Cresset Asset Management
Ieq Capital
UBS Group
Pnc Financial Services
Raymond James Financial

View all funds holding iShares S&P 100 Index