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iShares S&P 100 Index shares owned by TrueWealth Advisors

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

Historical chart of TrueWealth Advisors 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 TrueWealth Advisors 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 TrueWealth Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $216k 629 342.97

More positions owned by TrueWealth Advisors

Tidal Trust I Fundstrat Granny (GRNY)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS)
Dbx Etf Tr Xtrack Msci Eafe (DBEF)
Etf Ser Solutions Aptus Defined (DRSK)
Invesco Qqq Tr Unit Ser 1 (QQQ)
First Tr Exchange-traded Smid Risng Etf (SDVY)
Etf Ser Solutions Aptus Collrd Inv (ACIO)
Ea Series Trust Freedom 100 Em (FRDM)
Ishares Tr Intl Div Grwth (IGRO)
First Tr Exchng Traded Fd Vi Smith Unconstrai (UCON)
Spdr Series Trust State Street Spd (SPYV)
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)
Schwab Strategic Tr Us Dividend Eq (SCHD)

View all positions for TrueWealth Advisors

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
BlackRock
CWM
Goldman Sachs Group
Park Avenue Securities
Envestnet Portfolio Solutions
BlueCrest Capital Management
Cresset Asset Management
Mml Investors Services

View all funds holding iShares S&P 100 Index