Sterling Investment Counsel »

iShares S&P 100 Index shares owned by Sterling Investment Counsel

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

Historical chart of Sterling Investment 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 Sterling Investment Counsel consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares S&P 100 Index by Sterling Investment Counsel

Quarter filed Position value Share count Share price at filing
2025-09-30 $214k 644 332.84
2024-06-30 $284k 1.1k 264.30
2024-03-31 $266k 1.1k 247.41
2023-12-31 $240k 1.1k 223.39
2023-09-30 $216k 1.1k 200.64
2023-06-30 $222k 1.1k 207.06
2023-03-31 $201k 1.1k 187.04
2022-03-31 $224k 1.1k 208.57
2021-12-31 $235k 1.1k 218.81

More positions owned by Sterling Investment Counsel

Ishares Tr S&p 500 Grwt Etf (IVW)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Capital Group Intl Focus Eqt Shs Creation Uni (CGXU)
Apple (AAPL)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core S&p Scp Etf (IJR)
NVIDIA Corporation (NVDA)
Hartford Fds Exchange Traded Mun Oportunite (HMOP)
Alphabet Cap Stk Cl A (GOOGL)
Microsoft Corporation (MSFT)
Ishares Msci Emrg Chn (EMXC)
Amazon (AMZN)
Berkshire Hathaway Inc Del Cl B New (BRK.B)

View all positions for Sterling Investment Counsel

Top funds holding iShares S&P 100 Index

Regions Bank
Envestnet Asset Management
SRS Capital Advisors
LPL Financial
Jpmorgan Chase & Co
Fifth Third Bancorp
Jones Financial Companies, L.L
Morgan Stanley
BlackRock
CWM
Goldman Sachs Group
Park Avenue Securities
Envestnet Portfolio Solutions
BlueCrest Capital Management
Cresset Asset Management

View all funds holding iShares S&P 100 Index