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iShares S&P 100 Index shares owned by Swp Financial

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

Historical chart of Swp Financial 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 Swp Financial 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 Swp Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $7.1M 21k 333.12
2025-06-30 $3.4M 11k 304.35
2025-03-31 $1.8M 6.8k 270.83

More positions owned by Swp Financial

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Core Total Usd (IUSB)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Apple (AAPL)
Ishares Tr S&p 100 Etf (OEF)
Ishares Tr 10-20 Yr Trs Etf (TLH)
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)
Blackrock Etf Trust Ii Ishares Total Re (BRTR)
Ishares Tr S&p 500 Grwt Etf (IVW)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Index Fds Large Cap Etf (VV)
Blackrock Etf Trust Ii Ishares Flexible (BINC)

View all positions for Swp Financial

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