Trademark Financial Management »

iShares S&P 100 Index shares owned by Trademark Financial Management

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

Historical chart of Trademark Financial Management 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 Trademark Financial Management 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 Trademark Financial Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $219k 637 342.97
2025-09-30 $206k 619 332.84

More positions owned by Trademark Financial Management

Ishares Tr Core S&p500 Etf (IVV)
Putnam Etf Trust Focused Lar Cap (PVAL)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Dimensional Etf Trust Internatnal Val (DFIV)
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)
Spdr Series Trust State Street Spd (SPYM)
Invesco Exch Traded Fd Tr Ii S&p Intl Momnt (IDMO)
Vanguard Index Fds Total Stk Mkt (VTI)
Morgan Stanley Etf Trust Eaton Vance Tota (EVTR)
Vaneck Etf Trust Clo Etf (CLOI)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Ishares Gold Tr Ishares New (IAU)
Ea Series Trust Freedom 100 Em (FRDM)

View all positions for Trademark Financial Management

Top funds holding iShares S&P 100 Index

Envestnet Asset Management
LPL Financial
Jpmorgan Chase & Co
Fifth Third Bancorp
Jones Financial Companies, L.L
BlackRock
CWM
Colony
Envestnet Portfolio Solutions
Park Avenue Securities
Goldman Sachs Group
Wells Fargo & Company
Mml Investors Services
Cresset Asset Management
Cetera Investment Advisers

View all funds holding iShares S&P 100 Index