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iShares S&P 100 Index shares owned by Wealth Group

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

Historical chart of Wealth Group 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 Wealth Group 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 Wealth Group

Quarter filed Position value Share count Share price at filing
2025-12-31 $18M 53k 342.97
2025-09-30 $13M 38k 332.84
2025-06-30 $6.5M 21k 304.35
2025-03-31 $1.2M 4.4k 270.83

More positions owned by Wealth Group

Ishares Core S&p500 Etf (IVV)
JP Morgan Betabuilders US Equity (BBUS)
Ishares Msci Usa Qlt Fct (QUAL)
Invesco Invesco Qqq Tr (QQQ)
Vanguard Inf Tech Etf (VGT)
Ishares US Equity Factor Rotation (DYNF)
Vanguard S&p 500 Etf Shs (VOO)
Pacer Us Cash Cows 100 (COWZ)
Ishares Tr S&p 100 Etf (OEF)
Ishares Core Div Grwth (DGRO)
Ishares Invesco Nasdaq 100 Etf (QQQM)
pacer Pacer Developed Markets Intl Cash Cows 100 Etf (ICOW)
Vanguard Extend Mkt Etf (VXF)
Invesco S&p500 Pur Gwt (RPG)
Schwab Us Lrg Cap Etf (SCHX)

View all positions for Wealth Group

Top funds holding iShares S&P 100 Index

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
Colony

View all funds holding iShares S&P 100 Index