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iShares S&P 100 Index shares owned by Wagner Bowman Management

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

Historical chart of Wagner Bowman 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 Wagner Bowman 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 Wagner Bowman Management

Quarter filed Position value Share count Share price at filing
2024-12-31 $235k 813 288.85
2024-09-30 $228k 823 276.76
2024-06-30 $220k 833 264.30
2024-03-31 $208k 842 247.41

More positions owned by Wagner Bowman Management

Vanguard World Inf Tech Etf (VGT)
Vanguard Index Fds Total Stk Mkt (VTI)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Select Sector Spdr Tr Technology (XLK)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Microsoft Corporation (MSFT)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Vanguard Index Fds Small Cp Etf (VB)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Ishares Tr Core S&p500 Etf (IVV)
Select Sector Spdr Tr Sbi Cons Discr (XLY)
Apple (AAPL)
Vanguard World Health Car Etf (VHT)

View all positions for Wagner Bowman Management

Top funds holding iShares S&P 100 Index

Bank of America Corporation
Fifth Third Bancorp
Cresset Asset Management
Jones Financial Companies, L.L
Jpmorgan Chase & Co
Sigma Investment Counselors
Goldman Sachs Group
Ieq Capital
Merriman Wealth Management
UBS Group
LPL Financial
Envestnet Asset Management
Wells Fargo & Company
Pnc Financial Services
Evoke Wealth

View all funds holding iShares S&P 100 Index