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iShares S&P 100 Index shares owned by Spectrum Wealth Counsel

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

Historical chart of Spectrum Wealth Counsel 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 Spectrum Wealth Counsel 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 Spectrum Wealth Counsel

Quarter filed Position value Share count Share price at filing
2024-09-30 $5.3M 19k 276.76
2024-06-30 $6.5M 25k 264.30
2024-03-31 $6.2M 25k 247.41
2023-12-31 $5.5M 25k 223.39

More positions owned by Spectrum Wealth Counsel

Spdr S&p 500 Etf Tr Put Put Option (Principal) (SPY)
Ishares Tr Core S&p500 Etf (IVV)
Select Sector Spdr Tr Technology (XLK)
First Tr Exchange-traded Ft Vest Ris (RDVI)
Apple (AAPL)
Ishares Tr Core Total Usd (IUSB)
Microsoft Corporation (MSFT)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Eafe Value Etf (EFV)
Eli Lilly & Co. (LLY)
Ishares Tr Eafe Grwth Etf (EFG)
Broadcom (AVGO)
Meta Platforms Cl A (META)
TJX Companies (TJX)
Ishares Tr S&p 500 Val Etf (IVE)

View all positions for Spectrum Wealth Counsel

Top funds holding iShares S&P 100 Index

Bank of America Corporation
Fifth Third Bancorp
Jones Financial Companies, L.L
Jpmorgan Chase & Co
Sigma Investment Counselors
Morgan Stanley
Goldman Sachs Group
Ieq Capital
Merriman Wealth Management
LPL Financial
Envestnet Asset Management
Wells Fargo & Company
Pnc Financial Services
Evoke Wealth
Kovitz Investment Group Partners

View all funds holding iShares S&P 100 Index