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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

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core S&p500 Etf (IVV)
Embraer Sponsored Ads (ERJ)
NVIDIA Corporation (NVDA)
First Tr Exchange-traded A Sml Cap Val Alph (FYT)
Microsoft Corporation (MSFT)
Apple (AAPL)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Rusel 2500 Etf (SMMD)
Inseego Corp Com New (INSG)
MPLX Com Unit Rep Ltd (MPLX)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Tesla Motors (TSLA)
Amazon (AMZN)
Ishares Tr Core Total Usd (IUSB)

View all positions for Simplicity Wealth

Top funds holding iShares S&P 100 Index

Demars Financial Group
Bank of America Corporation
Fifth Third Bancorp
Jones Financial Companies, L.L
Jpmorgan Chase & Co
Morgan Stanley
Goldman Sachs Group
Cresset Asset Management
Ieq Capital
LPL Financial
Merriman Wealth Management
UBS Group
Wells Fargo & Company
Envestnet Asset Management
Pnc Financial Services

View all funds holding iShares S&P 100 Index