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iShares S&P 100 Index shares owned by SWMG

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

Historical chart of SWMG 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 SWMG 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 SWMG

Quarter filed Position value Share count Share price at filing
2023-12-31 $2.7M 12k 223.40

More positions owned by SWMG

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Russell 2000 Etf (IWM)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Core Msci Total (IXUS)
Ishares Tr Core Total Usd (IUSB)
Ishares Tr Esg Awr Msci Usa (ESGU)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Mbs Etf (MBB)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Eafe Grwth Etf (EFG)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr U.s. Tech Etf (IYW)
Ishares Tr S&p 100 Etf (OEF)
Ishares Tr S&p 500 Grwt Etf (IVW)

View all positions for SWMG

Top funds holding iShares S&P 100 Index

Bank of America Corporation
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Sigma Investment Counselors
Goldman Sachs Group
Ieq Capital
UBS Group
Wells Fargo & Company
Envestnet Portfolio Solutions
Evoke Wealth
Pnc Financial Services
Advisor Group Holdings
Relative Value Partners
Old National Trust Company
Raymond James Financial Services Advisors

View all funds holding iShares S&P 100 Index