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iShares S&P 100 Index shares owned by True Wealth Design

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

Historical chart of True Wealth Design 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 True Wealth Design 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 True Wealth Design

Quarter filed Position value Share count Share price at filing
2023-12-31 $56k 250 223.39
2023-09-30 $50k 250 200.64
2023-06-30 $52k 250 207.06
2023-03-31 $47k 250 187.04
2022-12-31 $75k 440 170.57

More positions owned by True Wealth Design

Ea Series Trust Alpha Arch 1-3 (BOXX)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust Intl Core Equity (DFIC)
Dimensional Etf Trust Us High Profitab (DUHP)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Dimensional Etf Trust Emerging Mkts Va (DFEV)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Dimensional Etf Trust Intl High Profit (DIHP)
American Centy Etf Tr Intl Eqt Etf (AVDE)
American Centy Etf Tr Us Eqt Etf (AVUS)
Vanguard Scottsdale Fds Long Term Treas (VGLT)
Spdr Ser Tr Portfli Intrmdit (SPTI)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Dimensional Etf Trust Us Targeted Vlu (DFAT)

View all positions for True Wealth Design

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