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iShares S&P 100 Index shares owned by TCWP

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

Historical chart of TCWP 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 TCWP 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 TCWP

Quarter filed Position value Share count Share price at filing
2023-06-30 $5.1M 25k 207.06
2023-03-31 $4.7M 25k 187.04
2022-12-31 $4.3M 25k 171.45
2022-09-30 $3.4M 21k 162.49
2022-06-30 $4.4M 26k 172.45
2022-03-31 $3.2M 15k 208.49

More positions owned by TCWP

Apple (AAPL)
Blackrock Etf Trust Us Carbon Trans (LCTU)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Microsoft Corporation (MSFT)
Ishares Tr Eafe Grwth Etf (EFG)
Ishares Tr Esg Awr Msci Usa (ESGU)
Ishares Tr Msci Kld400 Soc (DSI)
Ishares Tr Esg Msci Usa Etf (USXF)
NVIDIA Corporation (NVDA)
Ishares Tr Msci Usa Esg Slc (SUSA)
Ishares Tr Esg Awre Usd Etf (SUSC)
Amazon (AMZN)
Ishares Tr Esg Eafe Etf (DMXF)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Esg Awr Us Agrgt (EAGG)

View all positions for TCWP

Top funds holding iShares S&P 100 Index

Bank of America Corporation
Fifth Third Bancorp
Jpmorgan Chase & Co
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