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iShares S&P 100 Index shares owned by Sovereign Financial Group

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

Historical chart of Sovereign Financial Group 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 Sovereign Financial Group 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 Sovereign Financial Group

Quarter filed Position value Share count Share price at filing
2024-12-31 $300k 1.0k 288.78
2024-09-30 $287k 1.0k 276.77
2024-06-30 $273k 1.0k 264.28
2024-03-31 $254k 1.0k 247.52
2023-12-31 $594k 2.7k 223.43

More positions owned by Sovereign Financial Group

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core S&p500 Etf (IVV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Index Fds Value Etf (VTV)
Apple (AAPL)
Alphabet Cap Stk Cl C (GOOG)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Alphabet Cap Stk Cl A (GOOGL)
First Tr Exchange-traded Risng Divd Achiv (RDVY)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Vanguard Index Fds Small Cp Etf (VB)

View all positions for Sovereign Financial Group

Top funds holding iShares S&P 100 Index

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View all funds holding iShares S&P 100 Index