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iShares S&P 100 Index shares owned by Sound Portfolio Advisors

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

Historical chart of Sound Portfolio Advisors 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 Sound Portfolio Advisors 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 Sound Portfolio Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $416k 1.3k 318.07

More positions owned by Sound Portfolio Advisors

Vanguard Index Fds Total Stk Mkt (VTI)
Spdr Series Trust State Street Spd (BIL)
Schwab Strategic Tr Fundamental Intl (FNDF)
Ishares Tr Msci Usa Min Vol (USMV)
Ishares Tr Msci Usa Mmentm (MTUM)
Cambria Etf Tr Emrg Sharehldr (EYLD)
Morgan Stanley Etf Trust Calvert Us Larcp (CVLC)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Fidelity Covington Trust Enhanced Mid (FMDE)
First Tr Exchange Traded Smid Risng Etf (SDVY)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Wisdomtree Tr Us Qtly Div Grt (DGRW)
Berkshire Hathaway Inc Del Cl A (BRK.A)
Exxon Mobil Corporation (XOM)
Ishares Gold Tr Shares Represent (IAUM)

View all positions for Sound Portfolio Advisors

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