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iShares S&P 100 Index shares owned by Simplicity Wealth

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

Historical chart of Simplicity 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 Simplicity 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 Simplicity Wealth

Quarter filed Position value Share count Share price at filing
2024-09-30 $220k 796 276.81
2024-06-30 $509k 1.9k 264.32
2024-03-31 $276k 1.1k 247.41
2023-12-31 $1.2M 5.4k 223.37

More positions owned by Simplicity Wealth

American Centy Etf Tr Us Eqt Etf (AVUS)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
American Centy Etf Tr Avantis Core Fi (AVIG)
American Centy Etf Tr Intl Eqt Etf (AVDE)
NVIDIA Corporation (NVDA)
Embraer Sponsored Ads (ERJ)
American Centy Etf Tr Avantis Shfxdinc (AVSF)
Ishares Tr Core Total Usd (IUSB)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Microsoft Corporation (MSFT)
First Tr Exchange-traded A Sml Cap Val Alph (FYT)
First Tr Exchange-traded First Tr Enh New (FTSM)
Apple (AAPL)
Ishares Tr Rus Tp200 Gr Etf (IWY)

View all positions for Simplicity Wealth

Top funds holding iShares S&P 100 Index

Bank of America Corporation
Fifth Third Bancorp
Jpmorgan Chase & Co
Sigma Investment Counselors
Morgan Stanley
Goldman Sachs Group
Ieq Capital
Merriman Wealth Management
LPL Financial
Wells Fargo & Company
Envestnet Asset Management
Pnc Financial Services
International Assets Investment Management
Raymond James Financial Services Advisors
Mariner Wealth Advisors

View all funds holding iShares S&P 100 Index